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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,379 |
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 | $63,676 | $89,093-28.5% | $102,434-37.8% | $77,736-18.1% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 14.28% | 25.03%-10.8pp | 29.46%-15.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $3,526 | $2,699+30.6% | $3,023+16.6% | $2,728+29.3% |
| Participant deferral / active EE | $4,957 | $5,147-3.7% | $5,055-1.9% | $4,651+6.6% |
| Admin fee / account holder | $166 | $236-29.5% | $9,462-98.2% | $433-61.6% |