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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,320 | $43,550-76.3% | $63,244-83.7% | $52,331-80.3% |
| Participation rate | 35.9% | 65.7%-29.8pp | 71.0%-35.1pp | 68.1%-32.2pp |
| Annual return | 0.00% | 2.03%-2.0pp | -70.31%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $856 | $1,351-36.6% | $2,322-63.1% | $1,882-54.5% |
| Participant deferral / active EE | $1,361 | $2,254-39.6% | $2,953-53.9% | $3,022-55.0% |
| Admin fee / account holder | $34 | $387-91.3% | $5,893-99.4% | $592-94.3% |