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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,933 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,711 |
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 | $34,429 | $55,437-37.9% | $155,534-77.9% | $74,459-53.8% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 12.24% | 269.58%-257.3pp | 64.92%-52.7pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $2,377 | $2,266+4.9% | $4,675-49.2% | $2,626-9.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $110 | $1,742-93.7% | $15,900-99.3% | $1,945-94.3% |