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 | $115,201 |
Filed as: O N EQUITY SALES CO Service code 49 · EIN 31-0742113 | Other Services | $26,324 |
Service code 49 · EIN 32-0071428 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,436 | $73,532+24.3% | $178,505-48.8% | $74,478+22.8% |
| Participation rate | 97.9% | 66.6%+31.3pp | 77.1%+20.8pp | 67.2%+30.7pp |
| Annual return | 14.38% | 17.49%-3.1pp | 27.16%-12.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $3,565 | $2,221+60.5% | $3,955-9.9% | $2,626+35.7% |
| Participant deferral / active EE | $5,377 | $4,519+19.0% | $6,280-14.4% | $4,350+23.6% |
| Admin fee / account holder | $380 | $1,813-79.0% | $10,428-96.4% | $1,946-80.5% |