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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,126 |
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 | $85,386 | $66,486+28.4% | $81,370+4.9% | $77,762+9.8% |
| Participation rate | 99.1% | 68.7%+30.4pp | 69.5%+29.5pp | 70.6%+28.5pp |
| Annual return | 17.95% | 15.95%+2.0pp | 24.85%-6.9pp | 31.27%-13.3pp |
| Employer contribution / active EE | $4,249 | $2,158+96.9% | $2,464+72.5% | $2,728+55.8% |
| Participant deferral / active EE | $9,450 | $3,677+157.0% | $3,885+143.2% | $4,651+103.2% |
| Admin fee / account holder | $96 | $586-83.6% | $5,749-98.3% | $433-77.8% |