Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,920 | $88,890+83.3% | $102,423+59.1% | $77,643+109.8% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 14.68% | 24.98%-10.3pp | 29.32%-14.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $6,599 | $2,698+144.6% | $3,023+118.3% | $2,726+142.1% |
| Participant deferral / active EE | $10,905 | $5,145+111.9% | $5,053+115.8% | $4,647+134.7% |
| Admin fee / account holder | $189 | $235-19.8% | $9,451-98.0% | $430-56.1% |