Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,911 | $41,317-71.2% | $85,969-86.1% | $55,191-78.4% |
| Participation rate | 19.0% | 54.5%-35.5pp | 76.5%-57.6pp | 69.2%-50.2pp |
| Annual return | -2.19% | 3.93%-6.1pp | 9.32%-11.5pp | 10.78%-13.0pp |
| Employer contribution / active EE | $468 | $1,198-60.9% | $3,474-86.5% | $1,899-75.3% |
| Participant deferral / active EE | $1,039 | $1,914-45.7% | $3,829-72.9% | $3,046-65.9% |
| Admin fee / account holder | $113 | $97+16.9% | $6,053-98.1% | $91+24.9% |