Filed September 12, 2025 (most recent of 3 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,509 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,483 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,439 | $122,239-53.0% | $184,203-68.8% | $74,495-22.9% |
| Participation rate | 83.3% | 85.5%-2.1pp | 86.8%-3.5pp | 67.2%+16.1pp |
| Annual return | 14.76% | 19.95%-5.2pp | 28.81%-14.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,037 | $4,537-33.1% | $6,427-52.7% | $2,623+15.8% |
| Participant deferral / active EE | $3,862 | $7,139-45.9% | $9,131-57.7% | $4,346-11.1% |
| Admin fee / account holder | $282 | $1,260-77.6% | $13,901-98.0% | $1,942-85.5% |