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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,705 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $21,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,819 | $47,135-36.7% | $149,717-80.1% | $74,440-59.9% |
| Participation rate | 73.6% | 63.4%+10.2pp | 78.8%-5.2pp | 70.7%+2.8pp |
| Annual return | 16.16% | 22.75%-6.6pp | 134.41%-118.2pp | 34.37%-18.2pp |
| Employer contribution / active EE | $1,525 | $1,906-20.0% | $4,820-68.4% | $2,638-42.2% |
| Participant deferral / active EE | $2,458 | $2,728-9.9% | $5,682-56.7% | $4,529-45.7% |
| Admin fee / account holder | $196 | $343-42.7% | $13,213-98.5% | $348-43.5% |