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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,341 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,995 | $44,873-6.4% | $79,466-47.2% | $56,287-25.4% |
| Participation rate | 74.7% | 68.7%+6.0pp | 73.3%+1.4pp | 69.9%+4.9pp |
| Annual return | -5.61% | 0.81%-6.4pp | 718.28%-723.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $606 | $2,140-71.7% | $2,800-78.4% | $2,111-71.3% |
| Participant deferral / active EE | $2,546 | $2,746-7.3% | $3,704-31.2% | $3,350-24.0% |
| Admin fee / account holder | $24 | $418-94.3% | $5,104-99.5% | $521-95.4% |