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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,610 |
Service code 27 · EIN 26-0328980 | Advisory (Plan) | $45,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,160 | $95,776-72.7% | $162,185-83.9% | $77,775-66.4% |
| Participation rate | 95.8% | 88.6%+7.1pp | 87.6%+8.2pp | 73.2%+22.5pp |
| Annual return | 22.61% | 37.03%-14.4pp | 115.61%-93.0pp | 32.58%-10.0pp |
| Employer contribution / active EE | $1,178 | $3,874-69.6% | $5,613-79.0% | $2,504-52.9% |
| Participant deferral / active EE | $3,642 | $6,125-40.5% | $7,297-50.1% | $3,966-8.2% |
| Admin fee / account holder | $101 | $88+15.0% | $10,844-99.1% | $100+0.7% |