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 |
|---|---|---|
Service code 27 · EIN 47-2368024 | Advisory (Plan) | $9,845 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,380 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,449 | $85,171-53.7% | $172,753-77.2% | $72,976-45.9% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.6%-9.3pp | 69.5%+3.8pp |
| Annual return | 17.13% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,124 | $3,260-34.8% | $5,198-59.1% | $3,608-41.1% |
| Admin fee / account holder | $44 | $5,880-99.2% | $13,956-99.7% | $5,124-99.1% |