Filed April 29, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,556 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,133 | $63,745+173.2% | $98,442+76.9% | $79,386+119.3% |
| Participation rate | 96.1% | 69.9%+26.3pp | 73.3%+22.8pp | 70.7%+25.4pp |
| Annual return | 14.04% | 625.80%-611.8pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $10,255 | $2,557+301.1% | $2,960+246.5% | $2,427+322.5% |
| Participant deferral / active EE | $8,836 | $3,303+167.5% | $4,276+106.6% | $4,046+118.4% |
| Admin fee / account holder | $22 | $516-95.7% | $5,949-99.6% | $626-96.5% |