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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,754 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,909 | $106,264-23.9% | $147,117-45.0% | $77,762+4.0% |
| Participation rate | 82.0% | 78.4%+3.5pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 30.36% | 56.94%-26.6pp | 420.54%-390.2pp | 31.27%-0.9pp |
| Employer contribution / active EE | $2,649 | $4,074-35.0% | $4,932-46.3% | $2,728-2.9% |
| Participant deferral / active EE | $8,825 | $8,003+10.3% | $8,065+9.4% | $4,651+89.8% |
| Admin fee / account holder | $17 | $334-95.0% | $12,993-99.9% | $433-96.1% |