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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,451 | $44,425-33.7% | $67,834-56.6% | $55,167-46.6% |
| Participation rate | 22.7% | 59.7%-37.0pp | 68.8%-46.1pp | 69.0%-46.3pp |
| Annual return | 5.67% | 17.80%-12.1pp | 138.47%-132.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $808 | $2,166-62.7% | $3,160-74.4% | $3,054-73.5% |
| Admin fee / account holder | $204 | $530-61.6% | $4,622-95.6% | $504-59.6% |