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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,904 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,299 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,562 | $61,338+18.3% | $149,717-51.5% | $71,495+1.5% |
| Participation rate | 76.6% | 62.5%+14.1pp | 78.8%-2.1pp | 67.9%+8.7pp |
| Annual return | 15.02% | 35.86%-20.8pp | 134.41%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $3,531 | $2,381+48.3% | $4,820-26.7% | $2,589+36.4% |
| Participant deferral / active EE | $4,562 | $2,919+56.3% | $5,682-19.7% | $4,291+6.3% |
| Admin fee / account holder | $395 | $1,263-68.7% | $13,213-97.0% | $1,588-75.1% |