Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,661 |
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 | $100,506 | $72,254+39.1% | $86,677+16.0% | $64,808+55.1% |
| Participation rate | 96.2% | 80.4%+15.8pp | 76.6%+19.6pp | 71.5%+24.7pp |
| Annual return | -16.28% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,179 | $2,393+74.7% | $2,836+47.3% | $2,506+66.8% |
| Participant deferral / active EE | $6,654 | $4,658+42.9% | $4,656+42.9% | $4,310+54.4% |
| Admin fee / account holder | $132 | $174-24.0% | $7,493-98.2% | $188-29.6% |