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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,259 |
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 | $140,786 | $86,225+63.3% | $146,685-4.0% | $86,813+62.2% |
| Participation rate | 99.2% | 78.0%+21.2pp | 80.1%+19.2pp | 72.3%+26.9pp |
| Annual return | 15.43% | 31.23%-15.8pp | 22.75%-7.3pp | 97.93%-82.5pp |
| Employer contribution / active EE | $5,301 | $2,392+121.6% | $4,137+28.1% | $2,406+120.3% |
| Participant deferral / active EE | $6,344 | $4,245+49.4% | $5,507+15.2% | $4,131+53.5% |
| Admin fee / account holder | $217 | $195+11.1% | $10,281-97.9% | $170+27.9% |