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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,649 |
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 | $74,395 | $155,795-52.2% | $136,297-45.4% | $69,631+6.8% |
| Participation rate | 87.1% | 75.2%+11.8pp | 81.9%+5.2pp | 70.7%+16.4pp |
| Annual return | 24.28% | 232464.33%-232440.1pp | 5156.16%-5131.9pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $4,057 | $2,991+35.6% | $4,696-13.6% | $2,032+99.6% |
| Participant deferral / active EE | $9,477 | $5,394+75.7% | $6,247+51.7% | $3,224+194.0% |
| Admin fee / account holder | $110 | $128-13.9% | $9,244-98.8% | $110-0.1% |