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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,362 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,543 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,291 | $64,286-18.7% | $90,970-42.5% | $73,412-28.8% |
| Participation rate | 95.4% | 63.6%+31.9pp | 69.0%+26.4pp | 72.2%+23.3pp |
| Annual return | 11.17% | 21.46%-10.3pp | 134.58%-123.4pp | 59.30%-48.1pp |
| Employer contribution / active EE | $507 | $895-43.4% | $2,122-76.1% | $2,234-77.3% |
| Participant deferral / active EE | $4,282 | $2,453+74.6% | $3,373+26.9% | $3,806+12.5% |
| Admin fee / account holder | $233 | $287-19.0% | $5,960-96.1% | $158+47.3% |