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 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,824 | $43,423-59.0% | $78,676-77.3% | $55,167-67.7% |
| Participation rate | 62.2% | 68.0%-5.8pp | 73.6%-11.4pp | 69.0%-6.8pp |
| Annual return | 5.48% | 11.53%-6.0pp | 62.19%-56.7pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,618 | $1,997-19.0% | $2,850-43.2% | $1,963-17.6% |
| Participant deferral / active EE | $383 | $2,509-84.7% | $3,517-89.1% | $3,054-87.5% |
| Admin fee / account holder | $138 | $416-66.9% | $4,510-96.9% | $504-72.6% |