Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,483 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,084 | $79,519+17.1% | $95,964-3.0% | $73,412+26.8% |
| Participation rate | 96.1% | 81.2%+14.9pp | 77.1%+19.0pp | 72.2%+23.9pp |
| Annual return | 11.90% | 19.20%-7.3pp | 91.64%-79.7pp | 59.30%-47.4pp |
| Employer contribution / active EE | $1,292 | $2,048-36.9% | $2,541-49.2% | $2,234-42.2% |
| Participant deferral / active EE | $4,226 | $4,138+2.1% | $4,167+1.4% | $3,806+11.0% |
| Admin fee / account holder | $111 | $184-39.6% | $6,797-98.4% | $158-29.5% |