Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $14,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,577 | $48,576-84.4% | $169,452-95.5% | $56,287-86.5% |
| Participation rate | 88.3% | 65.8%+22.5pp | 77.8%+10.6pp | 69.9%+18.5pp |
| Annual return | -13.55% | -2.51%-11.0pp | 1.83%-15.4pp | -9.96%-3.6pp |
| Employer contribution / active EE | $776 | $1,559-50.3% | $4,157-81.3% | $2,111-63.3% |
| Participant deferral / active EE | $2,844 | $3,275-13.2% | $5,277-46.1% | $3,350-15.1% |
| Admin fee / account holder | $102 | $435-76.6% | $9,110-98.9% | $521-80.4% |