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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,024 |
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 | $51,175 | $60,165-14.9% | $74,184-31.0% | $55,167-7.2% |
| Participation rate | 91.3% | 74.2%+17.1pp | 76.6%+14.7pp | 69.0%+22.3pp |
| Annual return | 13.87% | 10.00%+3.9pp | 17.74%-3.9pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,895 | $1,600+18.4% | $2,370-20.1% | $1,963-3.5% |
| Participant deferral / active EE | $2,930 | $2,973-1.4% | $3,550-17.5% | $3,054-4.1% |
| Admin fee / account holder | $116 | $419-72.4% | $5,586-97.9% | $504-77.1% |