Filed April 12, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,676 |
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 | $40,911 | $39,819+2.7% | $67,834-39.7% | $57,658-29.0% |
| Participation rate | 98.3% | 61.2%+37.0pp | 68.8%+29.5pp | 70.2%+28.0pp |
| Annual return | 7.85% | 9.19%-1.3pp | 138.47%-130.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,722 | $1,277+191.5% | $2,403+54.9% | $1,974+88.6% |
| Participant deferral / active EE | $2,083 | $2,209-5.7% | $3,160-34.1% | $3,061-31.9% |
| Admin fee / account holder | $16 | $84-81.1% | $4,622-99.7% | $95-83.3% |