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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,091 |
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 | $92,105 | $49,468+86.2% | $150,298-38.7% | $103,975-11.4% |
| Participation rate | 95.3% | 58.1%+37.2pp | 77.8%+17.5pp | 72.5%+22.8pp |
| Annual return | 22.82% | 38.98%-16.2pp | 62.79%-40.0pp | 19.41%+3.4pp |
| Employer contribution / active EE | $5,531 | $1,670+231.2% | $4,154+33.1% | $3,722+48.6% |
| Participant deferral / active EE | $9,926 | $2,650+274.5% | $5,453+82.0% | $5,343+85.8% |
| Admin fee / account holder | $15 | $385-96.2% | $14,116-99.9% | $332-95.6% |