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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,520 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $76,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,052 | $53,165+73.1% | $86,216+6.8% | $74,460+23.6% |
| Participation rate | 69.2% | 64.9%+4.3pp | 69.0%+0.2pp | 70.7%-1.6pp |
| Annual return | 17.77% | 22.64%-4.9pp | 1169.42%-1151.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,694 | $1,210+40.0% | $2,382-28.9% | $2,638-35.8% |
| Participant deferral / active EE | $4,396 | $3,234+35.9% | $3,986+10.3% | $4,530-3.0% |
| Admin fee / account holder | $208 | $551-62.2% | $6,853-97.0% | $348-40.1% |