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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,957 |
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 | $57,868 | $81,948-29.4% | $90,760-36.2% | $64,819-10.7% |
| Participation rate | 69.1% | 80.5%-11.4pp | 75.7%-6.6pp | 71.5%-2.4pp |
| Annual return | -14.03% | -12.53%-1.5pp | -12.16%-1.9pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,700 | $3,067-44.6% | $2,922-41.8% | $2,507-32.2% |
| Participant deferral / active EE | $3,032 | $4,844-37.4% | $4,565-33.6% | $4,311-29.7% |
| Admin fee / account holder | $198 | $157+25.7% | $8,444-97.7% | $188+5.2% |