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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,624 |
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 | $31,295 | $73,848-57.6% | $143,799-78.2% | $68,486-54.3% |
| Participation rate | 98.6% | 66.7%+32.0pp | 80.3%+18.3pp | 67.9%+30.7pp |
| Annual return | -13.62% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,670 | $3,184-16.2% | $4,952-46.1% | $2,597+2.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $171 | $5,755-97.0% | $14,677-98.8% | $5,404-96.8% |