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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,868 |
Filed as: PRINCIPAL SECURITIES Service code 27 · EIN 42-0941553 | Advisory (Plan) | $11,266 |
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 | $46,024 | $65,083-29.3% | $143,788-68.0% | $66,930-31.2% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -15.66% | -11.13%-4.5pp | -0.03%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $2,141 | $2,361-9.3% | $4,952-56.8% | $2,545-15.9% |
| Participant deferral / active EE | $4,284 | $2,920+46.7% | $5,638-24.0% | $4,238+1.1% |
| Admin fee / account holder | $164 | $502-67.4% | $14,675-98.9% | $593-72.4% |