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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $230,087 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $95,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,065 | $241,101-83.4% | $103,374-61.2% | $199,768-79.9% |
| Participation rate | 46.2% | 78.3%-32.1pp | 74.5%-28.3pp | 72.0%-25.8pp |
| Annual return | 30.13% | 17.80%+12.3pp | 24.89%+5.2pp | 34.26%-4.1pp |
| Employer contribution / active EE | $1,403 | $4,244-67.0% | $3,869-63.8% | $3,037-53.8% |
| Participant deferral / active EE | $2,426 | $3,958-38.7% | $5,058-52.0% | $5,090-52.3% |
| Admin fee / account holder | $246 | $288-14.4% | $8,394-97.1% | $269-8.5% |