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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,347 |
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 | $36,881 | $29,369+25.6% | $77,513-52.4% | $73,412-49.8% |
| Participation rate | 95.7% | 37.9%+57.8pp | 54.2%+41.5pp | 72.2%+23.6pp |
| Annual return | 21.04% | 358.15%-337.1pp | 54.81%-33.8pp | 59.30%-38.3pp |
| Employer contribution / active EE | $595 | $406+46.7% | $987-39.6% | $2,234-73.3% |
| Participant deferral / active EE | $6,269 | $941+566.3% | $1,861+236.9% | $3,806+64.7% |
| Admin fee / account holder | $90 | $123-27.0% | $2,859-96.9% | $158-43.2% |