Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $732,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,179 | $95,388+178.0% | $125,401+111.5% | $77,906+240.4% |
| Participation rate | 99.4% | 78.6%+20.8pp | 82.4%+17.0pp | 73.7%+25.7pp |
| Annual return | 14.85% | 116.19%-101.3pp | 572.53%-557.7pp | 12.16%+2.7pp |
| Employer contribution / active EE | $2,847 | $3,666-22.4% | $4,816-40.9% | $2,8460% |
| Participant deferral / active EE | $13,473 | $7,711+74.7% | $7,448+80.9% | $4,805+180.4% |
| Admin fee / account holder | $262 | $119+120.2% | $10,008-97.4% | $133+97.4% |