Filed October 9, 2024
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,836 |
Annual investment return 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 | $49,707 | $61,473-19.1% | $81,726-39.2% | $73,412-32.3% |
| Participation rate | 98.8% | 72.4%+26.4pp | 72.0%+26.8pp | 72.2%+26.6pp |
| Annual return | 11.37% | 28.26%-16.9pp | 29.49%-18.1pp | 59.30%-47.9pp |
| Employer contribution / active EE | $832 | $1,898-56.2% | $4,311-80.7% | $2,234-62.7% |
| Participant deferral / active EE | $2,327 | $3,080-24.5% | $7,108-67.3% | $3,806-38.9% |
| Admin fee / account holder | $46 | $125-63.0% | $5,160-99.1% | $158-70.6% |