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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,759 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,089 | $46,360-91.2% | $147,618-97.2% | $52,331-92.2% |
| Participation rate | 78.5% | 64.9%+13.6pp | 84.6%-6.1pp | 68.1%+10.4pp |
| Annual return | -1.55% | 1.62%-3.2pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $426 | $2,126-80.0% | $5,565-92.3% | $1,882-77.4% |
| Participant deferral / active EE | $1,224 | $2,258-45.8% | $4,895-75.0% | $3,022-59.5% |
| Admin fee / account holder | $37 | $766-95.1% | $11,612-99.7% | $592-93.7% |