Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,673 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,394 | $71,192+36.8% | $117,861-17.4% | $62,293+56.3% |
| Participation rate | 57.8% | 74.2%-16.4pp | 79.7%-21.8pp | 69.5%-11.7pp |
| Annual return | 17.18% | 18.66%-1.5pp | 335.11%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $755 | $1,934-61.0% | $3,786-80.1% | $2,042-63.0% |
| Participant deferral / active EE | $3,364 | $3,189+5.5% | $4,482-24.9% | $3,169+6.2% |
| Admin fee / account holder | $159 | $587-72.9% | $8,021-98.0% | $479-66.8% |