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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,615 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,678 | $80,753+34.6% | $136,298-20.3% | $62,293+74.5% |
| Participation rate | 77.6% | 73.5%+4.0pp | 81.9%-4.3pp | 69.5%+8.1pp |
| Annual return | 12.01% | 35.83%-23.8pp | 5156.27%-5144.3pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,779 | $2,884-38.3% | $4,696-62.1% | $2,042-12.9% |
| Participant deferral / active EE | $6,033 | $5,164+16.8% | $6,247-3.4% | $3,169+90.4% |
| Admin fee / account holder | $19 | $525-96.4% | $9,244-99.8% | $479-96.1% |