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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $14,155 |
MRP1 year Service code 13 · EIN 47-1411118 | Contract Administrator | $6,181 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 14 · EIN 42-0127290 | Plan Administrator | $3,408 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $52,729-100.0% | $295,226-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 12.6%-12.6pp |
| Annual return | 7.60% | 4.21%+3.4pp | 4.64%+3.0pp | 4.56%+3.0pp |
| Employer contribution / active EE | $1,340 | $12,288-89.1% | $35,349-96.2% | $15,526-91.4% |
| Participant deferral / active EE | $0 | $115-100.0% | $461-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $343,074-100.0% | $1,711-100.0% |