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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,261 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $111,971 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,614 | $69,823+6.9% | $76,872-2.9% | $74,460+0.2% |
| Participation rate | 96.6% | 70.0%+26.6pp | 69.6%+27.0pp | 70.7%+25.9pp |
| Annual return | 12.60% | 19.99%-7.4pp | 37.90%-25.3pp | 34.38%-21.8pp |
| Employer contribution / active EE | $4,506 | $2,148+109.8% | $2,533+77.9% | $2,638+70.8% |
| Participant deferral / active EE | $6,253 | $3,558+75.8% | $3,832+63.2% | $4,530+38.0% |
| Admin fee / account holder | $247 | $398-37.8% | $5,476-95.5% | $348-28.9% |