Filed February 7, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,112 |
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 | $53,838 | $45,382+18.6% | $154,114-65.1% | $75,289-28.5% |
| Participation rate | 88.0% | 65.9%+22.1pp | 83.0%+4.9pp | 72.4%+15.5pp |
| Annual return | -1.50% | -0.47%-1.0pp | 735.16%-736.7pp | -0.04%-1.5pp |
| Employer contribution / active EE | $1,054 | $1,533-31.3% | $5,298-80.1% | $2,405-56.2% |
| Participant deferral / active EE | $3,705 | $2,384+55.4% | $5,081-27.1% | $3,739-0.9% |
| Admin fee / account holder | $76 | $89-14.5% | $13,411-99.4% | $102-25.3% |