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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,294 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,975 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,475 | $46,332-58.0% | $143,799-86.5% | $64,819-70.0% |
| Participation rate | 86.0% | 64.2%+21.7pp | 80.3%+5.7pp | 71.5%+14.5pp |
| Annual return | -17.86% | -10.05%-7.8pp | -0.04%-17.8pp | 32.84%-50.7pp |
| Employer contribution / active EE | $1,490 | $1,911-22.1% | $4,952-69.9% | $2,507-40.6% |
| Participant deferral / active EE | $2,226 | $2,647-15.9% | $5,638-60.5% | $4,311-48.4% |
| Admin fee / account holder | $136 | $154-11.6% | $14,677-99.1% | $188-27.6% |