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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,544 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,813 | $28,416-12.7% | $73,550-66.3% | $69,631-64.4% |
| Participation rate | 14.4% | 38.3%-23.9pp | 54.9%-40.5pp | 70.7%-56.3pp |
| Annual return | 13.32% | -694.13%+707.4pp | -15.16%+28.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $136 | $430-68.4% | $1,219-88.8% | $2,032-93.3% |
| Participant deferral / active EE | $353 | $897-60.6% | $1,804-80.4% | $3,224-89.0% |
| Admin fee / account holder | $186 | $104+78.0% | $2,320-92.0% | $110+68.2% |