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 | $16,916 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,912 | $50,637-56.7% | $86,582-74.7% | $62,293-64.8% |
| Participation rate | 56.7% | 67.9%-11.2pp | 73.5%-16.9pp | 69.5%-12.8pp |
| Annual return | 17.71% | 20.80%-3.1pp | 965.08%-947.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $360 | $2,075-82.6% | $2,839-87.3% | $2,042-82.3% |
| Participant deferral / active EE | $957 | $2,611-63.3% | $3,609-73.5% | $3,169-69.8% |
| Admin fee / account holder | $148 | $413-64.1% | $4,904-97.0% | $479-69.0% |