See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,692 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,772 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,286 | $41,647-10.5% | $96,139-61.2% | $86,799-57.0% |
| Participation rate | 22.8% | 50.2%-27.4pp | 68.4%-45.6pp | 72.3%-49.4pp |
| Annual return | 22.21% | 27.24%-5.0pp | 191.94%-169.7pp | 97.91%-75.7pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,040 | $2,412-56.9% | $4,349-76.1% | $4,131-74.8% |
| Admin fee / account holder | $263 | $169+55.2% | $5,537-95.3% | $170+55.0% |