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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,822 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,326 |
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 | $32,074 | $34,634-7.4% | $77,100-58.4% | $64,824-50.5% |
| Participation rate | 23.3% | 49.8%-26.6pp | 67.9%-44.7pp | 71.5%-48.2pp |
| Annual return | 7.80% | -5.31%+13.1pp | 42.35%-34.6pp | 32.84%-25.0pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,118 | $2,553-56.2% | $4,430-74.8% | $4,311-74.1% |
| Admin fee / account holder | $201 | $178+12.8% | $5,443-96.3% | $188+7.1% |