Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,550 |
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 | $31,133 | $58,292-46.6% | $86,640-64.1% | $71,511-56.5% |
| Participation rate | 94.8% | 65.0%+29.8pp | 71.7%+23.1pp | 67.9%+26.9pp |
| Annual return | 19.07% | 21.63%-2.6pp | 592.52%-573.4pp | 28.86%-9.8pp |
| Employer contribution / active EE | $3,614 | $2,574+40.4% | $3,024+19.5% | $2,589+39.6% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $72 | $1,057-93.2% | $5,616-98.7% | $1,588-95.5% |