Filed February 22, 2023
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 | $25,026 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,271 | $60,261-43.1% | $81,783-58.1% | $74,546-54.0% |
| Participation rate | 94.7% | 62.9%+31.8pp | 72.4%+22.3pp | 67.2%+27.5pp |
| Annual return | 10.72% | 16.88%-6.2pp | 775.05%-764.3pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $3,837 | $2,622+46.4% | $2,913+31.7% | $2,624+46.2% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $90 | $1,482-93.9% | $7,380-98.8% | $1,944-95.4% |