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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,375 | $63,924+41.4% | $108,582-16.8% | $55,167+63.8% |
| Participation rate | 64.3% | 74.3%-10.0pp | 79.6%-15.2pp | 69.0%-4.7pp |
| Annual return | 7.60% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,010 | $1,879+7.0% | $3,758-46.5% | $1,963+2.4% |
| Participant deferral / active EE | $4,548 | $3,067+48.3% | $4,311+5.5% | $3,054+48.9% |
| Admin fee / account holder | $41 | $618-93.4% | $7,645-99.5% | $504-91.9% |