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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $744 |
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.
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 | $74,541 | $85,766-13.1% | $136,298-45.3% | $70,126+6.3% |
| Participation rate | 44.3% | 74.2%-29.8pp | 81.9%-37.6pp | 69.5%-25.2pp |
| Annual return | 20.04% | 31.46%-11.4pp | 5156.27%-5136.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,947 | $5,051-21.9% | $6,247-36.8% | $3,332+18.5% |
| Admin fee / account holder | $10 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |