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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,842 |
Service code 49 · EIN 74-2794194 | Other Services | $5,210 |
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 | $20,467 | $54,590-62.5% | $81,726-75.0% | $73,497-72.2% |
| Participation rate | 96.3% | 68.3%+28.0pp | 72.0%+24.3pp | 70.7%+25.6pp |
| Annual return | 12.96% | 17.74%-4.8pp | 29.49%-16.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,143 | $1,636+31.0% | $4,311-50.3% | $2,270-5.6% |
| Participant deferral / active EE | $1,328 | $2,759-51.9% | $7,108-81.3% | $3,740-64.5% |
| Admin fee / account holder | $219 | $592-63.1% | $5,160-95.8% | $513-57.4% |