Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,931 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,794 | $101,672+80.8% | $147,117+24.9% | $74,478+146.8% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.5pp | 67.2%+28.5pp |
| Annual return | 11.10% | 8757.83%-8746.7pp | 420.54%-409.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $3,528 | $3,813-7.5% | $4,932-28.5% | $2,626+34.3% |
| Participant deferral / active EE | $11,014 | $7,305+50.8% | $8,065+36.6% | $4,350+153.2% |
| Admin fee / account holder | $453 | $1,753-74.1% | $12,993-96.5% | $1,946-76.7% |