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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,242 |
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 | $30,945 | $51,620-40.1% | $90,304-65.7% | $65,185-52.5% |
| Participation rate | 86.0% | 68.6%+17.4pp | 73.3%+12.7pp | 70.2%+15.8pp |
| Annual return | 17.11% | 24.94%-7.8pp | 78.13%-61.0pp | 29.38%-12.3pp |
| Employer contribution / active EE | $703 | $2,235-68.5% | $2,855-75.4% | $2,177-67.7% |
| Participant deferral / active EE | $2,929 | $2,871+2.0% | $3,885-24.6% | $3,514-16.7% |
| Admin fee / account holder | $27 | $384-93.0% | $5,354-99.5% | $847-96.8% |