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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,035 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,744 | $52,961-62.7% | $172,755-88.6% | $65,185-69.7% |
| Participation rate | 80.2% | 66.2%+14.0pp | 82.6%-2.5pp | 70.2%+10.0pp |
| Annual return | 15.25% | 30.12%-14.9pp | 802.94%-787.7pp | 29.38%-14.1pp |
| Employer contribution / active EE | $999 | $2,190-54.4% | $5,144-80.6% | $2,177-54.1% |
| Participant deferral / active EE | $1,051 | $2,471-57.5% | $5,198-79.8% | $3,514-70.1% |
| Admin fee / account holder | $48 | $472-89.8% | $13,955-99.7% | $847-94.3% |