See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $62,833 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,907 | $62,943+14.2% | $142,863-49.7% | $93,030-22.7% |
| Participation rate | 24.5% | 63.3%-38.8pp | 71.9%-47.4pp | 73.9%-49.4pp |
| Annual return | 31.03% | 16.28%+14.8pp | 5637.54%-5606.5pp | 158.70%-127.7pp |
| Employer contribution / active EE | $814 | $1,374-40.7% | $4,144-80.3% | $2,706-69.9% |
| Participant deferral / active EE | $1,712 | $2,841-39.7% | $3,837-55.4% | $4,562-62.5% |
| Admin fee / account holder | $214 | $103+108.4% | $6,560-96.7% | $152+41.2% |