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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,074 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,378 |
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 | $39,857 | $60,454-34.1% | $81,844-51.3% | $74,459-46.5% |
| Participation rate | 83.2% | 63.0%+20.2pp | 72.4%+10.8pp | 67.2%+16.0pp |
| Annual return | 15.03% | 16.87%-1.8pp | 778.87%-763.8pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $2,408 | $2,630-8.4% | $2,916-17.4% | $2,626-8.3% |
| Participant deferral / active EE | $2,923 | $3,398-14.0% | $4,323-32.4% | $4,350-32.8% |
| Admin fee / account holder | $212 | $1,490-85.7% | $7,355-97.1% | $1,945-89.1% |