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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,547 |
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 | $76,943 | $100,061-23.1% | $120,344-36.1% | $64,728+18.9% |
| Participation rate | 91.5% | 79.8%+11.7pp | 76.7%+14.8pp | 57.9%+33.6pp |
| Annual return | 19.12% | 16.53%+2.6pp | 20.30%-1.2pp | 49.38%-30.3pp |
| Employer contribution / active EE | $3,684 | $3,112+18.4% | $3,020+22.0% | $2,243+64.3% |
| Participant deferral / active EE | $5,088 | $4,955+2.7% | $5,135-0.9% | $2,729+86.4% |
| Admin fee / account holder | $168 | $428-60.8% | $12,742-98.7% | $1,145-85.3% |