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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 | $55,446-53.8% | $155,574-83.5% | $74,429-65.6% |
| Participation rate | 92.3% | 61.9%+30.4pp | 78.2%+14.1pp | 67.2%+25.1pp |
| Annual return | 11.12% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $3,023 | $2,266+33.4% | $4,676-35.3% | $2,625+15.2% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $59 | $1,743-96.6% | $15,914-99.6% | $1,944-97.0% |