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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,096 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,460 | $64,909-30.0% | $82,312-44.8% | $62,293-27.0% |
| Participation rate | 82.0% | 74.9%+7.1pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 11.00% | 21.18%-10.2pp | 25.88%-14.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,506 | $3,103-19.2% | $3,706-32.4% | $3,169-20.9% |
| Admin fee / account holder | $104 | $440-76.3% | $5,608-98.1% | $479-78.3% |