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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,502 | $47,977+13.6% | $154,108-64.6% | $56,289-3.2% |
| Participation rate | 47.3% | 66.2%-18.9pp | 83.0%-35.8pp | 69.9%-22.6pp |
| Annual return | -4.38% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $6 | $2,169-99.7% | $5,298-99.9% | $2,111-99.7% |
| Participant deferral / active EE | $1,953 | $2,392-18.4% | $5,081-61.6% | $3,350-41.7% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.6% |