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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,987 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $22,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,383 | $38,967+24.2% | $86,233-43.9% | $79,634-39.2% |
| Participation rate | 21.4% | 34.1%-12.7pp | 69.0%-47.7pp | 62.5%-41.1pp |
| Annual return | 13.29% | 49.90%-36.6pp | 61.39%-48.1pp | 36.46%-23.2pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,026 | $1,663-38.3% | $4,559-77.5% | $3,835-73.2% |
| Admin fee / account holder | $202 | $2,660-92.4% | $8,342-97.6% | $1,002-79.8% |