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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,079 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,548 | $56,640+8.7% | $78,002-21.1% | $55,167+11.6% |
| Participation rate | 91.3% | 73.3%+18.0pp | 75.5%+15.8pp | 69.0%+22.4pp |
| Annual return | -0.07% | 2868.48%-2868.5pp | 425.99%-426.1pp | 169.23%-169.3pp |
| Employer contribution / active EE | $3,308 | $1,724+91.9% | $2,470+33.9% | $1,963+68.5% |
| Participant deferral / active EE | $2,786 | $2,778+0.3% | $3,497-20.3% | $3,054-8.8% |
| Admin fee / account holder | $50 | $467-89.3% | $5,481-99.1% | $504-90.1% |