Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,326 |
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).
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 | $3,413 | $52,961-93.6% | $172,755-98.0% | $65,185-94.8% |
| Participation rate | 97.9% | 66.2%+31.7pp | 82.6%+15.2pp | 70.2%+27.7pp |
| Annual return | 51.60% | 30.12%+21.5pp | 802.94%-751.3pp | 29.38%+22.2pp |
| Employer contribution / active EE | $514 | $2,190-76.5% | $5,144-90.0% | $2,177-76.4% |
| Participant deferral / active EE | $967 | $2,471-60.9% | $5,198-81.4% | $3,514-72.5% |
| Admin fee / account holder | $9 | $472-98.0% | $13,955-99.9% | $847-98.9% |