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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $175,141 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $135,770 |
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 | $58,947 | $56,503+4.3% | $69,884-15.6% | $64,819-9.1% |
| Participation rate | 97.6% | 70.5%+27.1pp | 70.5%+27.1pp | 71.5%+26.1pp |
| Annual return | -10.96% | -13.44%+2.5pp | 190.81%-201.8pp | 32.84%-43.8pp |
| Employer contribution / active EE | $4,361 | $2,046+113.1% | $2,560+70.3% | $2,507+74.0% |
| Participant deferral / active EE | $6,221 | $3,389+83.6% | $3,848+61.7% | $4,311+44.3% |
| Admin fee / account holder | $266 | $160+65.6% | $6,266-95.8% | $188+41.4% |