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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,294 |
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 | $24,995 | $65,083-61.6% | $143,788-82.6% | $66,930-62.7% |
| Participation rate | 90.8% | 65.2%+25.6pp | 80.3%+10.5pp | 69.8%+21.0pp |
| Annual return | -14.54% | -11.13%-3.4pp | -0.03%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $3,388 | $2,361+43.5% | $4,952-31.6% | $2,545+33.1% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $39 | $502-92.2% | $14,675-99.7% | $593-93.4% |