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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,200 |
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 | $45,424 | $82,093-44.7% | $379,746-88.0% | $73,412-38.1% |
| Participation rate | 98.8% | 76.8%+22.0pp | 78.4%+20.4pp | 72.2%+26.6pp |
| Annual return | 0.00% | 18.89%-18.9pp | 34.90%-34.9pp | 59.30%-59.3pp |
| Employer contribution / active EE | $5,754 | $2,847+102.1% | $3,540+62.5% | $2,234+157.6% |
| Participant deferral / active EE | $5,469 | $4,697+16.4% | $6,024-9.2% | $3,806+43.7% |
| Admin fee / account holder | $12 | $128-90.3% | $7,927-99.8% | $158-92.2% |