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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,837 |
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 | $29,140 | $36,767-20.7% | $81,473-64.2% | $62,293-53.2% |
| Participation rate | 19.8% | 54.4%-34.6pp | 68.0%-48.2pp | 69.5%-49.7pp |
| Annual return | 16.28% | 173.80%-157.5pp | 38.78%-22.5pp | 28.90%-12.6pp |
| Employer contribution / active EE | $380 | $1,128-66.3% | $2,568-85.2% | $2,042-81.4% |
| Participant deferral / active EE | $648 | $2,111-69.3% | $3,537-81.7% | $3,169-79.5% |
| Admin fee / account holder | $115 | $797-85.6% | $4,561-97.5% | $479-76.0% |