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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $21,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,907 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $8,583 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,816 | $49,451-39.7% | $79,550-62.5% | $66,914-55.4% |
| Participation rate | 82.3% | 61.3%+21.0pp | 69.5%+12.8pp | 69.8%+12.5pp |
| Annual return | -20.29% | 84.25%-104.5pp | 0.16%-20.5pp | 1.58%-21.9pp |
| Employer contribution / active EE | $580 | $1,266-54.2% | $2,413-76.0% | $2,544-77.2% |
| Participant deferral / active EE | $3,863 | $3,159+22.3% | $3,985-3.1% | $4,237-8.8% |
| Admin fee / account holder | $131 | $595-78.0% | $6,832-98.1% | $593-77.9% |