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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,637 |
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 | $71,888 | $58,093+23.7% | $80,022-10.2% | $56,287+27.7% |
| Participation rate | 75.2% | 73.6%+1.6pp | 75.8%-0.6pp | 69.9%+5.3pp |
| Annual return | -5.75% | 34.63%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,157 | $1,933-40.1% | $2,468-53.1% | $2,111-45.2% |
| Participant deferral / active EE | $4,727 | $3,136+50.7% | $3,686+28.2% | $3,350+41.1% |
| Admin fee / account holder | $13 | $623-98.0% | $6,521-99.8% | $521-97.6% |