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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,078 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $38,243 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,528 | $53,165+19.5% | $86,216-26.3% | $74,460-14.7% |
| Participation rate | 96.2% | 64.9%+31.3pp | 69.0%+27.2pp | 70.7%+25.4pp |
| Annual return | 13.70% | 22.64%-8.9pp | 1169.42%-1155.7pp | 34.38%-20.7pp |
| Employer contribution / active EE | $540 | $1,210-55.4% | $2,382-77.3% | $2,638-79.5% |
| Participant deferral / active EE | $4,827 | $3,234+49.2% | $3,986+21.1% | $4,530+6.6% |
| Admin fee / account holder | $275 | $551-50.1% | $6,853-96.0% | $348-20.9% |