Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $39,388 | $55,453-29.0% | $170,435-76.9% | $62,293-36.8% |
| Participation rate | 65.7% | 66.4%-0.6pp | 83.6%-17.9pp | 69.5%-3.8pp |
| Annual return | 12.98% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $109 | $2,164-95.0% | $5,432-98.0% | $2,042-94.7% |
| Participant deferral / active EE | $722 | $2,303-68.6% | $4,939-85.4% | $3,169-77.2% |
| Admin fee / account holder | $28 | $455-93.8% | $13,881-99.8% | $479-94.1% |