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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,614 |
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 | $53,551 | $51,620+3.7% | $90,300-40.7% | $65,185-17.8% |
| Participation rate | 70.8% | 68.6%+2.2pp | 73.3%-2.5pp | 70.2%+0.6pp |
| Annual return | 34.88% | 24.94%+9.9pp | 78.11%-43.2pp | 29.38%+5.5pp |
| Employer contribution / active EE | $821 | $2,235-63.3% | $2,854-71.2% | $2,177-62.3% |
| Participant deferral / active EE | $3,355 | $2,871+16.9% | $3,884-13.6% | $3,514-4.5% |
| Admin fee / account holder | $25 | $384-93.5% | $5,353-99.5% | $847-97.0% |