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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,181 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,930 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,691 | $47,977+16.1% | $154,108-63.9% | $56,289-1.1% |
| Participation rate | 74.4% | 66.2%+8.2pp | 83.0%-8.7pp | 69.9%+4.5pp |
| Annual return | 9.96% | 3.54%+6.4pp | 735.21%-725.2pp | -9.96%+19.9pp |
| Employer contribution / active EE | $2,764 | $2,169+27.4% | $5,298-47.8% | $2,111+30.9% |
| Participant deferral / active EE | $3,586 | $2,392+49.9% | $5,081-29.4% | $3,350+7.0% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |