Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,262 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,345 | $73,404-38.2% | $87,100-47.9% | $67,579-32.9% |
| Participation rate | 91.8% | 80.9%+10.9pp | 76.9%+14.9pp | 71.3%+20.5pp |
| Annual return | 27.26% | 48.29%-21.0pp | 28.19%-0.9pp | 378.56%-351.3pp |
| Employer contribution / active EE | $1,871 | $2,014-7.1% | $2,521-25.8% | $2,148-12.9% |
| Participant deferral / active EE | $4,278 | $3,913+9.3% | $4,049+5.7% | $3,539+20.9% |
| Admin fee / account holder | $15 | $142-89.3% | $7,497-99.8% | $142-89.4% |