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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,665 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,710 | $49,451-33.9% | $79,580-58.9% | $66,938-51.1% |
| Participation rate | 46.1% | 61.3%-15.3pp | 69.5%-23.4pp | 69.8%-23.7pp |
| Annual return | -12.65% | 84.25%-96.9pp | 0.15%-12.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $548 | $1,266-56.7% | $2,413-77.3% | $2,545-78.5% |
| Participant deferral / active EE | $1,271 | $3,159-59.8% | $3,985-68.1% | $4,238-70.0% |
| Admin fee / account holder | $145 | $595-75.6% | $6,835-97.9% | $594-75.5% |