Filed November 29, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,729 | $60,504+59.9% | $81,882+18.1% | $74,478+29.9% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.4%+27.0pp | 67.2%+32.1pp |
| Annual return | 12.57% | 16.91%-4.3pp | 779.47%-766.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $7,139 | $2,627+171.8% | $2,916+144.8% | $2,626+171.8% |
| Participant deferral / active EE | $7,701 | $3,400+126.5% | $4,323+78.1% | $4,350+77.0% |
| Admin fee / account holder | $192 | $1,492-87.2% | $7,360-97.4% | $1,946-90.2% |