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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,642 | $72,303-39.6% | $86,698-49.7% | $64,824-32.7% |
| Participation rate | 99.7% | 80.4%+19.2pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 2.49% | 392.77%-390.3pp | 35.96%-33.5pp | 32.84%-30.4pp |
| Employer contribution / active EE | $7,609 | $2,393+218.0% | $2,837+168.2% | $2,507+203.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $345 | $174+98.3% | $7,492-95.4% | $188+83.7% |