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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,157 |
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 | $51,832 | $84,000-38.3% | $119,622-56.7% | $77,906-33.5% |
| Participation rate | 97.8% | 77.8%+20.0pp | 79.3%+18.6pp | 73.7%+24.1pp |
| Annual return | -13.02% | -11.59%-1.4pp | -14.98%+2.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $4,172 | $2,907+43.5% | $4,232-1.4% | $2,846+46.6% |
| Participant deferral / active EE | $6,084 | $4,705+29.3% | $5,601+8.6% | $4,805+26.6% |
| Admin fee / account holder | $115 | $116-1.1% | $10,328-98.9% | $133-13.6% |