Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,606 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,481 | $52,961-87.8% | $172,755-96.2% | $65,185-90.1% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.3pp | 70.2%+26.7pp |
| Annual return | 21.92% | 30.12%-8.2pp | 802.94%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $239 | $2,190-89.1% | $5,144-95.4% | $2,177-89.0% |
| Participant deferral / active EE | $835 | $2,471-66.2% | $5,198-83.9% | $3,514-76.2% |
| Admin fee / account holder | $86 | $472-81.8% | $13,955-99.4% | $847-89.9% |