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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,812 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,378 | $25,302+12.2% | $74,719-62.0% | $67,579-58.0% |
| Participation rate | 97.5% | 37.8%+59.6pp | 54.5%+43.0pp | 71.3%+26.2pp |
| Annual return | 31.06% | 10291.17%-10260.1pp | 753.05%-722.0pp | 378.56%-347.5pp |
| Employer contribution / active EE | $1,360 | $446+204.6% | $1,084+25.4% | $2,148-36.7% |
| Participant deferral / active EE | $6,286 | $954+559.0% | $1,963+220.2% | $3,539+77.6% |
| Admin fee / account holder | $96 | $108-10.8% | $3,334-97.1% | $142-32.5% |