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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,872 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $9,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,888 | $55,446+51.3% | $155,574-46.1% | $74,429+12.7% |
| Participation rate | 67.7% | 61.9%+5.8pp | 78.2%-10.5pp | 67.2%+0.5pp |
| Annual return | 11.66% | 269.20%-257.5pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $3,335 | $2,266+47.2% | $4,676-28.7% | $2,625+27.1% |
| Participant deferral / active EE | $4,084 | $2,836+44.0% | $5,629-27.4% | $4,348-6.1% |
| Admin fee / account holder | $311 | $1,743-82.2% | $15,914-98.0% | $1,944-84.0% |