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 | $17,918 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,222 | $31,109-67.1% | $67,704-84.9% | $52,331-80.5% |
| Participation rate | 86.8% | 54.0%+32.8pp | 67.5%+19.3pp | 68.1%+18.7pp |
| Annual return | -1.35% | 23.70%-25.0pp | 25.41%-26.8pp | 4.54%-5.9pp |
| Employer contribution / active EE | $193 | $1,076-82.1% | $2,559-92.5% | $1,882-89.8% |
| Participant deferral / active EE | $1,040 | $1,970-47.2% | $3,585-71.0% | $3,022-65.6% |
| Admin fee / account holder | $88 | $466-81.1% | $4,255-97.9% | $592-85.1% |