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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,597 | $52,303+59.8% | $178,510-53.2% | $73,415+13.9% |
| Participation rate | 95.3% | 65.3%+29.9pp | 81.9%+13.3pp | 72.2%+23.1pp |
| Annual return | 11.37% | 34.76%-23.4pp | 151.13%-139.8pp | 59.30%-47.9pp |
| Employer contribution / active EE | $8,318 | $1,737+379.0% | $5,011+66.0% | $2,234+272.4% |
| Participant deferral / active EE | $2,709 | $2,334+16.1% | $5,202-47.9% | $3,806-28.8% |
| Admin fee / account holder | $46 | $127-63.9% | $13,988-99.7% | $158-70.9% |