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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,976 |
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 | $12,195 | $36,916-67.0% | $156,551-92.2% | $57,658-78.8% |
| Participation rate | 93.9% | 63.4%+30.4pp | 84.0%+9.9pp | 70.2%+23.7pp |
| Annual return | 92.43% | 12.38%+80.0pp | 32.23%+60.2pp | 5.13%+87.3pp |
| Employer contribution / active EE | $588 | $1,571-62.6% | $5,501-89.3% | $1,974-70.2% |
| Participant deferral / active EE | $1,266 | $1,926-34.3% | $4,871-74.0% | $3,061-58.6% |
| Admin fee / account holder | $127 | $82+53.4% | $13,028-99.0% | $95+33.9% |