Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $662 |
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 | $16,328 | $37,436-56.4% | $77,513-78.9% | $79,858-79.6% |
| Participation rate | 30.5% | 41.5%-11.0pp | 54.2%-23.7pp | 69.6%-39.1pp |
| Annual return | 269.96% | 39.75%+230.2pp | 54.81%+215.2pp | 31.72%+238.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,706 | $1,261+35.3% | $1,861-8.3% | $3,740-54.4% |
| Admin fee / account holder | $25 | $2,505-99.0% | $2,859-99.1% | $5,306-99.5% |