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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $640 |
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 | $95,414 | $59,186+61.2% | $76,766+24.3% | $56,287+69.5% |
| Participation rate | 98.5% | 75.2%+23.3pp | 77.0%+21.5pp | 69.9%+28.7pp |
| Annual return | -6.04% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,021 | $1,759+71.8% | $2,485+21.6% | $2,111+43.1% |
| Participant deferral / active EE | $7,431 | $3,255+128.3% | $3,851+92.9% | $3,350+121.8% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.2% |