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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,885 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $32,589 | $53,925-39.6% | $75,501-56.8% | $69,631-53.2% |
| Participation rate | 83.8% | 71.2%+12.6pp | 72.4%+11.5pp | 70.7%+13.1pp |
| Annual return | 16.29% | 17.84%-1.5pp | 27.35%-11.1pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $602 | $1,802-66.6% | $2,352-74.4% | $2,032-70.4% |
| Participant deferral / active EE | $2,049 | $2,569-20.2% | $3,142-34.8% | $3,224-36.4% |
| Admin fee / account holder | $28 | $97-71.6% | $5,801-99.5% | $110-75.0% |