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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,103 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,547 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $45,022-54.1% | $85,240-75.7% | $200,096-89.7% |
| Participation rate | 81.8% | 45.8%+36.0pp | 67.5%+14.3pp | 72.0%+9.8pp |
| Annual return | 19.17% | 21.00%-1.8pp | 66.75%-47.6pp | 34.26%-15.1pp |
| Employer contribution / active EE | $1,459 | $1,374+6.2% | $2,735-46.6% | $3,038-52.0% |
| Participant deferral / active EE | $3,769 | $2,682+40.5% | $4,527-16.8% | $5,090-26.0% |
| Admin fee / account holder | $105 | $585-82.1% | $6,165-98.3% | $269-61.1% |