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 | $8,902 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,930 | $46,360-70.0% | $147,617-90.6% | $52,331-73.4% |
| Participation rate | 98.8% | 64.9%+33.9pp | 84.6%+14.2pp | 68.1%+30.7pp |
| Annual return | 0.72% | 1.62%-0.9pp | 61.98%-61.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,613 | $2,126-24.2% | $5,564-71.0% | $1,882-14.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $48 | $766-93.8% | $11,612-99.6% | $592-92.0% |