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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 | $40,566+19.3% | $96,754-50.0% | $64,728-25.3% |
| Participation rate | 21.4% | 24.8%-3.4pp | 70.3%-48.9pp | 57.9%-36.5pp |
| Annual return | 13.29% | 93.20%-79.9pp | 82.04%-68.7pp | 49.38%-36.1pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,026 | $933+10.0% | $4,758-78.4% | $2,729-62.4% |
| Admin fee / account holder | $202 | $2,770-92.7% | $8,905-97.7% | $1,145-82.4% |