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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,678 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,389 |
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 | $51,774 | $106,230-51.3% | $147,080-64.8% | $77,736-33.4% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 14.92% | 56.91%-42.0pp | 420.17%-405.2pp | 31.26%-16.3pp |
| Employer contribution / active EE | $3,037 | $4,072-25.4% | $4,933-38.4% | $2,728+11.3% |
| Participant deferral / active EE | $4,549 | $8,001-43.1% | $8,066-43.6% | $4,651-2.2% |
| Admin fee / account holder | $204 | $338-39.7% | $12,989-98.4% | $433-52.9% |