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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,699 |
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 | $94,980 | $56,551+68.0% | $185,854-48.9% | $86,828+9.4% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 13.37% | 118.23%-104.9pp | 122.12%-108.7pp | 97.95%-84.6pp |
| Employer contribution / active EE | $8,831 | $1,845+378.7% | $5,169+70.8% | $2,406+267.0% |
| Participant deferral / active EE | $3,323 | $2,556+30.0% | $5,569-40.3% | $4,132-19.6% |
| Admin fee / account holder | $63 | $150-57.8% | $16,246-99.6% | $170-62.7% |