Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,294 | $99,168+19.3% | $96,534+22.5% | $74,460+58.9% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 18.35% | 22.40%-4.0pp | 25.88%-7.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,165 | $2,570+62.1% | $2,965+40.4% | $2,638+57.9% |
| Participant deferral / active EE | $6,647 | $4,936+34.6% | $4,851+37.0% | $4,530+46.7% |
| Admin fee / account holder | $119 | $225-47.0% | $8,253-98.6% | $348-65.7% |