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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 | $103,024-25.3% | $112,040-31.3% | $79,634-3.4% |
| Participation rate | 91.5% | 80.6%+11.0pp | 76.5%+15.0pp | 62.5%+29.0pp |
| Annual return | 19.12% | 17.60%+1.5pp | 24.52%-5.4pp | 36.46%-17.3pp |
| Employer contribution / active EE | $3,684 | $3,015+22.2% | $2,954+24.7% | $2,529+45.7% |
| Participant deferral / active EE | $5,088 | $5,233-2.8% | $5,098-0.2% | $3,835+32.7% |
| Admin fee / account holder | $168 | $465-63.9% | $12,098-98.6% | $1,002-83.2% |