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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,890 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $9,559 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,340 | $50,815-24.5% | $155,509-75.3% | $77,643-50.6% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 12.93% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $114 | $437-73.8% | $15,912-99.3% | $430-73.4% |