Filed November 20, 2017
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,274 |
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 | $41,956 | $43,999-4.6% | $79,467-47.2% | $55,725-24.7% |
| Participation rate | 95.3% | 66.9%+28.3pp | 73.3%+21.9pp | 70.9%+24.4pp |
| Annual return | -5.07% | 1.81%-6.9pp | 718.30%-723.4pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,587 | $1,830-13.2% | $2,800-43.3% | $2,078-23.6% |
| Participant deferral / active EE | $7,470 | $2,538+194.3% | $3,704+101.7% | $3,356+122.6% |
| Admin fee / account holder | $14 | $118-88.3% | $5,104-99.7% | $115-88.1% |