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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,337 |
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 | $35,217 | $39,859-11.6% | $78,676-55.2% | $57,658-38.9% |
| Participation rate | 74.8% | 66.1%+8.7pp | 73.6%+1.3pp | 70.2%+4.6pp |
| Annual return | 5.85% | 18.96%-13.1pp | 62.19%-56.3pp | 5.13%+0.7pp |
| Employer contribution / active EE | $722 | $1,786-59.6% | $2,850-74.7% | $1,974-63.4% |
| Participant deferral / active EE | $1,844 | $2,248-18.0% | $3,517-47.6% | $3,061-39.8% |
| Admin fee / account holder | $24 | $76-68.6% | $4,510-99.5% | $95-74.7% |