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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,695 | $79,867-6.5% | $120,344-37.9% | $64,340+16.1% |
| Participation rate | 99.5% | 63.0%+36.6pp | 76.7%+22.8pp | 55.2%+44.3pp |
| Annual return | 10.09% | 21.10%-11.0pp | 20.30%-10.2pp | 24.14%-14.0pp |
| Employer contribution / active EE | $9,249 | $1,925+380.5% | $3,020+206.2% | $1,862+396.8% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $405 | $5,039-92.0% | $12,742-96.8% | $3,703-89.1% |