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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $14,798 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,147 |
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 | $72,177 | $155,795-53.7% | $136,298-47.0% | $69,631+3.7% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 28.81% | 232464.33%-232435.5pp | 5156.27%-5127.5pp | 27571.02%-27542.2pp |
| Employer contribution / active EE | $1,300 | $2,991-56.5% | $4,696-72.3% | $2,032-36.0% |
| Participant deferral / active EE | $6,455 | $5,394+19.7% | $6,247+3.3% | $3,224+100.2% |
| Admin fee / account holder | $12 | $128-90.3% | $9,244-99.9% | $110-88.8% |