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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $28,237 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,378 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $21,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,619 | $50,919-30.0% | $155,556-77.1% | $77,762-54.2% |
| Participation rate | 70.2% | 63.1%+7.2pp | 78.2%-8.0pp | 70.6%-0.4pp |
| Annual return | 20.68% | 34.84%-14.2pp | 64.84%-44.2pp | 31.27%-10.6pp |
| Employer contribution / active EE | $1,613 | $1,991-19.0% | $4,675-65.5% | $2,728-40.9% |
| Participant deferral / active EE | $2,451 | $2,824-13.2% | $5,631-56.5% | $4,651-47.3% |
| Admin fee / account holder | $254 | $437-41.8% | $15,885-98.4% | $433-41.3% |