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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,719 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,289 | $65,453+16.6% | $86,698-12.0% | $66,938+14.0% |
| Participation rate | 86.1% | 75.5%+10.6pp | 76.6%+9.5pp | 69.8%+16.3pp |
| Annual return | -18.24% | -10.89%-7.3pp | 35.95%-54.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $3,066 | $2,154+42.3% | $2,837+8.1% | $2,545+20.5% |
| Participant deferral / active EE | $6,879 | $4,102+67.7% | $4,656+47.7% | $4,238+62.3% |
| Admin fee / account holder | $140 | $642-78.2% | $7,493-98.1% | $594-76.4% |