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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,984 |
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 | $20,735 | $50,898-59.3% | $171,082-87.9% | $55,167-62.4% |
| Participation rate | 96.3% | 63.3%+33.1pp | 76.7%+19.6pp | 69.0%+27.3pp |
| Annual return | 12.88% | 15.34%-2.5pp | 32.56%-19.7pp | 169.23%-156.3pp |
| Employer contribution / active EE | $718 | $1,433-49.9% | $4,002-82.1% | $1,963-63.4% |
| Participant deferral / active EE | $1,698 | $2,994-43.3% | $4,797-64.6% | $3,054-44.4% |
| Admin fee / account holder | $22 | $500-95.7% | $8,520-99.7% | $504-95.7% |