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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,827 | $55,453-37.2% | $170,435-79.6% | $62,293-44.1% |
| Participation rate | 54.0% | 66.4%-12.4pp | 83.6%-29.6pp | 69.5%-15.5pp |
| Annual return | 11.62% | 21.38%-9.8pp | 205.94%-194.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $520 | $2,164-76.0% | $5,432-90.4% | $2,042-74.5% |
| Participant deferral / active EE | $845 | $2,303-63.3% | $4,939-82.9% | $3,169-73.3% |
| Admin fee / account holder | $154 | $455-66.3% | $13,881-98.9% | $479-68.0% |