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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,114 |
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 | $38,953 | $63,924-39.1% | $108,582-64.1% | $55,167-29.4% |
| Participation rate | 96.1% | 74.3%+21.8pp | 79.6%+16.5pp | 69.0%+27.1pp |
| Annual return | 5.91% | 15.31%-9.4pp | -51.70%+57.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $723 | $1,879-61.5% | $3,758-80.8% | $1,963-63.1% |
| Participant deferral / active EE | $2,462 | $3,067-19.7% | $4,311-42.9% | $3,054-19.4% |
| Admin fee / account holder | $50 | $618-92.0% | $7,645-99.3% | $504-90.1% |