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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,945 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,984 |
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 | $69,651 | $76,112-8.5% | $96,534-27.8% | $71,511-2.6% |
| Participation rate | 97.8% | 74.4%+23.4pp | 76.0%+21.9pp | 67.9%+29.9pp |
| Annual return | 15.92% | 22.81%-6.9pp | 25.88%-10.0pp | 28.86%-12.9pp |
| Employer contribution / active EE | $2,730 | $2,248+21.5% | $2,965-7.9% | $2,589+5.5% |
| Participant deferral / active EE | $4,260 | $4,217+1.0% | $4,851-12.2% | $4,291-0.7% |
| Admin fee / account holder | $159 | $2,708-94.1% | $8,253-98.1% | $1,588-90.0% |