Filed May 5, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,111 |
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 | $40,315 | $50,860-20.7% | $155,574-74.1% | $77,714-48.1% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 14.12% | 34.86%-20.7pp | 64.87%-50.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,863 | $1,991-6.4% | $4,676-60.2% | $2,727-31.7% |
| Participant deferral / active EE | $3,629 | $2,825+28.5% | $5,629-35.5% | $4,649-22.0% |
| Admin fee / account holder | $110 | $436-74.8% | $15,914-99.3% | $433-74.6% |