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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,074 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,378 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,857 | $60,393-34.0% | $81,820-51.3% | $74,429-46.4% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.4%+10.8pp | 67.2%+16.0pp |
| Annual return | 15.03% | 16.89%-1.9pp | 777.93%-762.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,408 | $2,626-8.3% | $2,915-17.4% | $2,625-8.3% |
| Participant deferral / active EE | $2,923 | $3,397-14.0% | $4,323-32.4% | $4,348-32.8% |
| Admin fee / account holder | $212 | $1,491-85.7% | $7,391-97.1% | $1,944-89.1% |