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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,336 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,797 | $50,464-90.5% | $75,784-93.7% | $52,331-90.8% |
| Participation rate | 97.8% | 66.8%+31.1pp | 75.8%+22.0pp | 68.1%+29.7pp |
| Annual return | -2.78% | 1.03%-3.8pp | 9.68%-12.5pp | 4.54%-7.3pp |
| Employer contribution / active EE | $717 | $1,988-64.0% | $3,323-78.4% | $1,882-61.9% |
| Participant deferral / active EE | $1,953 | $2,570-24.0% | $3,652-46.5% | $3,022-35.4% |
| Admin fee / account holder | $77 | $1,103-93.0% | $5,300-98.5% | $592-87.0% |