Filed April 29, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,433 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,772 | $66,124+129.5% | $90,461+67.8% | $73,497+106.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 13.54% | 17.65%-4.1pp | 1294.76%-1281.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $9,707 | $2,346+313.7% | $3,264+197.4% | $2,270+327.6% |
| Participant deferral / active EE | $8,589 | $3,039+182.6% | $3,964+116.7% | $3,740+129.7% |
| Admin fee / account holder | $48 | $396-88.0% | $5,617-99.2% | $513-90.7% |