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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,935 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,344 | $76,172-45.7% | $81,286-49.1% | $199,921-79.3% |
| Participation rate | 79.6% | 76.2%+3.4pp | 69.5%+10.1pp | 72.0%+7.6pp |
| Annual return | 12.84% | 15.59%-2.8pp | 24.80%-12.0pp | 34.28%-21.4pp |
| Employer contribution / active EE | $1,198 | $2,800-57.2% | $2,463-51.3% | $3,035-60.5% |
| Participant deferral / active EE | $2,128 | $4,200-49.3% | $3,883-45.2% | $5,089-58.2% |
| Admin fee / account holder | $124 | $146-15.1% | $5,764-97.8% | $269-53.9% |