Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,747 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,550 | $58,911-94.0% | $129,384-97.3% | $77,736-95.4% |
| Participation rate | 79.8% | 59.4%+20.4pp | 69.6%+10.2pp | 70.6%+9.2pp |
| Annual return | 9.30% | 24.75%-15.4pp | 9461.77%-9452.5pp | 31.26%-22.0pp |
| Employer contribution / active EE | $0 | $1,955-100.0% | $4,153-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,580 | $3,220-50.9% | $4,166-62.1% | $4,651-66.0% |
| Admin fee / account holder | $36 | $592-93.8% | $7,686-99.5% | $433-91.6% |