Filed August 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCES COMPANY Service code 13 · EIN 42-1027290 650 8TH STREET · DES MOINES, IA 50392 | Contract Administrator | $127,278 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 ONE PARK AVENUE 12TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $87,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,679 | $50,815-79.0% | $155,509-93.1% | $77,643-86.2% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 10.58% | 34.80%-24.2pp | 64.67%-54.1pp | 31.24%-20.7pp |
| Employer contribution / active EE | $654 | $1,993-67.2% | $4,672-86.0% | $2,726-76.0% |
| Participant deferral / active EE | $1,724 | $2,822-38.9% | $5,626-69.4% | $4,647-62.9% |
| Admin fee / account holder | $196 | $437-55.2% | $15,912-98.8% | $430-54.5% |