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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,617 |
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 | $54,256 | $80,177-32.3% | $123,894-56.2% | $57,658-5.9% |
| Participation rate | 84.8% | 74.4%+10.3pp | 81.4%+3.4pp | 70.2%+14.5pp |
| Annual return | 22.53% | 17.90%+4.6pp | 47.52%-25.0pp | 5.13%+17.4pp |
| Employer contribution / active EE | $3,666 | $2,913+25.9% | $4,617-20.6% | $1,974+85.8% |
| Participant deferral / active EE | $8,669 | $5,130+69.0% | $5,984+44.9% | $3,061+183.3% |
| Admin fee / account holder | $68 | $106-36.0% | $8,357-99.2% | $95-28.0% |