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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,176 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,011 | $54,213-37.3% | $93,696-63.7% | $77,736-56.2% |
| Participation rate | 96.8% | 64.0%+32.8pp | 68.7%+28.1pp | 70.6%+26.2pp |
| Annual return | 12.78% | 30.55%-17.8pp | 133.74%-121.0pp | 31.26%-18.5pp |
| Employer contribution / active EE | $2,050 | $1,168+75.5% | $2,422-15.4% | $2,728-24.8% |
| Participant deferral / active EE | $4,094 | $3,145+30.2% | $4,417-7.3% | $4,651-12.0% |
| Admin fee / account holder | $178 | $575-69.0% | $8,287-97.8% | $433-58.8% |