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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $69,668 | $64,311+8.3% | $110,243-36.8% | $75,289-7.5% |
| Participation rate | 29.9% | 79.3%-49.4pp | 79.8%-49.9pp | 72.4%-42.5pp |
| Annual return | -4.22% | -1.74%-2.5pp | 314.76%-319.0pp | -0.04%-4.2pp |
| Employer contribution / active EE | $860 | $2,404-64.2% | $3,827-77.5% | $2,405-64.2% |
| Participant deferral / active EE | $1,772 | $3,892-54.5% | $4,672-62.1% | $3,739-52.6% |
| Admin fee / account holder | $111 | $88+26.4% | $8,548-98.7% | $102+8.2% |