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 | $55,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,597 | $73,404-46.1% | $87,104-54.5% | $67,579-41.4% |
| Participation rate | 63.8% | 80.9%-17.0pp | 76.9%-13.1pp | 71.3%-7.5pp |
| Annual return | 22.50% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,058 | $2,014-47.4% | $2,521-58.0% | $2,148-50.7% |
| Participant deferral / active EE | $1,683 | $3,913-57.0% | $4,048-58.4% | $3,539-52.4% |
| Admin fee / account holder | $95 | $142-32.6% | $7,491-98.7% | $142-32.9% |