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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,997 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,058 | $46,100-13.1% | $86,582-53.7% | $69,631-42.5% |
| Participation rate | 74.0% | 67.2%+6.9pp | 73.5%+0.5pp | 70.7%+3.3pp |
| Annual return | 12.59% | 21.02%-8.4pp | 965.08%-952.5pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $776 | $1,850-58.0% | $2,839-72.7% | $2,032-61.8% |
| Participant deferral / active EE | $2,035 | $2,432-16.3% | $3,609-43.6% | $3,224-36.9% |
| Admin fee / account holder | $22 | $94-76.3% | $4,904-99.5% | $110-79.8% |