Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,698 | $51,226-55.7% | $82,706-72.6% | $66,930-66.1% |
| Participation rate | 7.3% | 67.9%-60.6pp | 72.6%-65.3pp | 69.8%-62.6pp |
| Annual return | -15.28% | -9.61%-5.7pp | 701.76%-717.0pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,007-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $677 | $3,460-80.4% | $4,394-84.6% | $4,238-84.0% |
| Admin fee / account holder | $131 | $416-68.4% | $5,329-97.5% | $593-77.9% |