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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,520 |
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 | $51,585 | $91,372-43.5% | $130,045-60.3% | $74,460-30.7% |
| Participation rate | 95.1% | 77.8%+17.3pp | 78.5%+16.6pp | 70.7%+24.4pp |
| Annual return | 18.33% | 23.21%-4.9pp | -137.30%+155.6pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,442 | $2,563+73.3% | $4,321+2.8% | $2,638+68.4% |
| Participant deferral / active EE | $6,467 | $4,721+37.0% | $5,820+11.1% | $4,530+42.8% |
| Admin fee / account holder | $65 | $283-77.1% | $10,600-99.4% | $348-81.3% |