Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,445 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,189 | $73,404+18.8% | $87,100+0.1% | $67,579+29.0% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.9%+22.0pp | 71.3%+27.6pp |
| Annual return | 22.22% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,858 | $2,014+41.9% | $2,521+13.4% | $2,148+33.1% |
| Participant deferral / active EE | $4,090 | $3,913+4.5% | $4,049+1.0% | $3,539+15.6% |
| Admin fee / account holder | $136 | $142-3.9% | $7,497-98.2% | $142-4.3% |