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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,266 |
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 | $96,716 | $110,483-12.5% | $145,433-33.5% | $79,634+21.5% |
| Participation rate | 79.2% | 71.1%+8.1pp | 82.1%-3.0pp | 62.5%+16.7pp |
| Annual return | 19.87% | 24.62%-4.7pp | 66.58%-46.7pp | 36.46%-16.6pp |
| Employer contribution / active EE | $3,363 | $4,053-17.0% | $4,554-26.2% | $2,529+33.0% |
| Participant deferral / active EE | $10,607 | $7,216+47.0% | $7,897+34.3% | $3,835+176.6% |
| Admin fee / account holder | $39 | $680-94.2% | $13,129-99.7% | $1,002-96.1% |