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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,720 | $39,819-35.4% | $67,834-62.1% | $57,658-55.4% |
| Participation rate | 29.7% | 61.2%-31.5pp | 68.8%-39.1pp | 70.2%-40.5pp |
| Annual return | 7.01% | 9.19%-2.2pp | 138.47%-131.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $121 | $1,277-90.5% | $2,403-95.0% | $1,974-93.9% |
| Participant deferral / active EE | $839 | $2,209-62.0% | $3,160-73.5% | $3,061-72.6% |
| Admin fee / account holder | $134 | $84+60.4% | $4,622-97.1% | $95+41.9% |