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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,495 |
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 | $33,660 | $84,940-60.4% | $111,306-69.8% | $79,389-57.6% |
| Participation rate | 95.1% | 75.9%+19.3pp | 77.3%+17.8pp | 70.7%+24.4pp |
| Annual return | 15.63% | 17.45%-1.8pp | 54.67%-39.0pp | 116.89%-101.3pp |
| Employer contribution / active EE | $1,645 | $1,979-16.9% | $2,732-39.8% | $2,428-32.2% |
| Participant deferral / active EE | $4,877 | $3,889+25.4% | $4,488+8.7% | $4,046+20.5% |
| Admin fee / account holder | $49 | $537-90.9% | $7,966-99.4% | $626-92.2% |