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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,921 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,700 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $144,897 | $73,404+97.4% | $87,104+66.3% | $67,579+114.4% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.9%+22.3pp | 71.3%+27.9pp |
| Annual return | 26.66% | 48.29%-21.6pp | 28.19%-1.5pp | 378.56%-351.9pp |
| Employer contribution / active EE | $3,043 | $2,014+51.1% | $2,521+20.7% | $2,148+41.7% |
| Participant deferral / active EE | $5,678 | $3,913+45.1% | $4,048+40.3% | $3,539+60.4% |
| Admin fee / account holder | $20 | $142-85.7% | $7,491-99.7% | $142-85.8% |