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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,111 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,578 |
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 | $22,213 | $47,135-52.9% | $149,717-85.2% | $74,440-70.2% |
| Participation rate | 86.7% | 63.4%+23.2pp | 78.8%+7.9pp | 70.7%+15.9pp |
| Annual return | 18.01% | 22.75%-4.7pp | 134.41%-116.4pp | 34.37%-16.4pp |
| Employer contribution / active EE | $1,544 | $1,906-19.0% | $4,820-68.0% | $2,638-41.5% |
| Participant deferral / active EE | $2,195 | $2,728-19.5% | $5,682-61.4% | $4,529-51.5% |
| Admin fee / account holder | $130 | $343-62.2% | $13,213-99.0% | $348-62.7% |