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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,910 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,387 | $46,732-71.4% | $156,551-91.4% | $55,167-75.7% |
| Participation rate | 82.6% | 65.8%+16.8pp | 84.0%-1.4pp | 69.0%+13.6pp |
| Annual return | 4.71% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $330 | $2,105-84.3% | $5,501-94.0% | $1,963-83.2% |
| Participant deferral / active EE | $956 | $2,204-56.6% | $4,871-80.4% | $3,054-68.7% |
| Admin fee / account holder | $34 | $418-91.9% | $13,028-99.7% | $504-93.3% |