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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 | $112,596-14.1% | $152,301-36.5% | $64,728+49.4% |
| Participation rate | 79.2% | 63.6%+15.5pp | 82.4%-3.3pp | 57.9%+21.3pp |
| Annual return | 19.87% | 23.76%-3.9pp | 80.50%-60.6pp | 49.38%-29.5pp |
| Employer contribution / active EE | $3,363 | $3,716-9.5% | $4,624-27.3% | $2,243+50.0% |
| Participant deferral / active EE | $10,607 | $6,075+74.6% | $8,004+32.5% | $2,729+288.6% |
| Admin fee / account holder | $39 | $996-96.1% | $14,398-99.7% | $1,145-96.6% |