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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,735 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,556 | $55,453-62.9% | $170,442-87.9% | $62,292-67.0% |
| Participation rate | 85.8% | 66.4%+19.5pp | 83.6%+2.2pp | 69.5%+16.3pp |
| Annual return | 8.82% | 21.38%-12.6pp | 205.93%-197.1pp | 28.90%-20.1pp |
| Employer contribution / active EE | $752 | $2,164-65.2% | $5,433-86.2% | $2,042-63.2% |
| Participant deferral / active EE | $193 | $2,303-91.6% | $4,939-96.1% | $3,169-93.9% |
| Admin fee / account holder | $52 | $455-88.6% | $13,880-99.6% | $479-89.2% |