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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,040 |
Service code 49 · EIN 74-2794194 | Other Services | $32,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,587 | $46,332-49.1% | $143,797-83.6% | $64,824-63.6% |
| Participation rate | 86.4% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+14.9pp |
| Annual return | -13.20% | -10.05%-3.1pp | -0.04%-13.2pp | 32.84%-46.0pp |
| Employer contribution / active EE | $864 | $1,911-54.8% | $4,952-82.6% | $2,507-65.5% |
| Participant deferral / active EE | $3,302 | $2,647+24.7% | $5,638-41.4% | $4,311-23.4% |
| Admin fee / account holder | $128 | $154-16.6% | $14,679-99.1% | $188-31.7% |