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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,525 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $39,186 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,729 | $42,367+29.2% | $79,580-31.2% | $64,819-15.6% |
| Participation rate | 94.0% | 64.7%+29.3pp | 69.5%+24.5pp | 71.5%+22.5pp |
| Annual return | -13.96% | -12.23%-1.7pp | 0.15%-14.1pp | 32.84%-46.8pp |
| Employer contribution / active EE | $815 | $1,181-30.9% | $2,413-66.2% | $2,507-67.5% |
| Participant deferral / active EE | $5,957 | $3,170+87.9% | $3,985+49.5% | $4,311+38.2% |
| Admin fee / account holder | $264 | $160+65.6% | $6,835-96.1% | $188+40.7% |