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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,033 |
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 | $25,614 | $55,470-53.8% | $155,556-83.5% | $74,478-65.6% |
| Participation rate | 92.3% | 61.9%+30.4pp | 78.2%+14.1pp | 67.2%+25.1pp |
| Annual return | 11.12% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $3,023 | $2,267+33.4% | $4,675-35.3% | $2,626+15.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $59 | $1,744-96.6% | $15,885-99.6% | $1,946-97.0% |