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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,730 |
Filed as: O N EQUITY SALES COMPANY THE Service code 49 · EIN 31-0742113 | Other Services | $14,999 |
Service code 49 · EIN 32-0071428 | Other Services | $0 |
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 | $79,346 | $52,639+50.7% | $185,117-57.1% | $62,293+27.4% |
| Participation rate | 97.7% | 63.9%+33.8pp | 77.3%+20.4pp | 69.5%+28.2pp |
| Annual return | 20.43% | 19.57%+0.9pp | 40.50%-20.1pp | 28.90%-8.5pp |
| Employer contribution / active EE | $3,982 | $1,483+168.6% | $4,182-4.8% | $2,042+95.0% |
| Participant deferral / active EE | $3,460 | $3,097+11.7% | $5,045-31.4% | $3,169+9.2% |
| Admin fee / account holder | $271 | $374-27.5% | $8,159-96.7% | $479-43.5% |