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 | $8,744 |
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 | $16,483 | $23,385-29.5% | $69,182-76.2% | $57,658-71.4% |
| Participation rate | 97.7% | 37.9%+59.8pp | 55.1%+42.6pp | 70.2%+27.5pp |
| Annual return | 27.54% | -659.34%+686.9pp | -21.93%+49.5pp | 5.13%+22.4pp |
| Employer contribution / active EE | $1,338 | $422+216.6% | $1,206+10.9% | $1,974-32.2% |
| Participant deferral / active EE | $5,188 | $843+515.4% | $1,897+173.5% | $3,061+69.5% |
| Admin fee / account holder | $18 | $82-77.9% | $2,697-99.3% | $95-80.8% |