Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,916 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,571 | $43,233+35.5% | $185,117-68.4% | $77,958-24.9% |
| Participation rate | 95.0% | 64.2%+30.8pp | 77.3%+17.7pp | 71.6%+23.4pp |
| Annual return | 17.06% | 20.43%-3.4pp | 40.50%-23.4pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,081 | $1,312+58.6% | $4,182-50.2% | $2,310-9.9% |
| Participant deferral / active EE | $4,660 | $2,912+60.0% | $5,045-7.6% | $3,537+31.8% |
| Admin fee / account holder | $23 | $95-76.1% | $8,159-99.7% | $97-76.6% |