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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,321 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $39,003 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,384 | $48,261-35.0% | $68,612-54.3% | $55,725-43.7% |
| Participation rate | 93.7% | 71.0%+22.6pp | 72.2%+21.4pp | 70.9%+22.8pp |
| Annual return | -5.78% | -2.61%-3.2pp | -4.63%-1.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,282 | $1,742-26.4% | $2,625-51.2% | $2,078-38.3% |
| Participant deferral / active EE | $1,890 | $2,712-30.3% | $3,311-42.9% | $3,356-43.7% |
| Admin fee / account holder | $195 | $126+54.4% | $5,131-96.2% | $115+69.1% |