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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,864 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,293 | $37,039+3.4% | $147,617-74.1% | $59,188-35.3% |
| Participation rate | 86.4% | 63.8%+22.6pp | 84.6%+1.8pp | 69.4%+17.0pp |
| Annual return | -0.95% | 7.19%-8.1pp | 61.98%-62.9pp | 5.51%-6.5pp |
| Employer contribution / active EE | $1,223 | $1,353-9.6% | $5,564-78.0% | $2,098-41.7% |
| Participant deferral / active EE | $2,696 | $2,094+28.8% | $4,895-44.9% | $3,265-17.4% |
| Admin fee / account holder | $13 | $60-78.7% | $11,612-99.9% | $92-86.1% |