Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $69,654 |
Filed as: PENSIONMARK Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,223 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,970 | $45,109-60.2% | $85,240-78.9% | $77,762-76.9% |
| Participation rate | 14.2% | 48.7%-34.5pp | 67.5%-53.3pp | 70.6%-56.4pp |
| Annual return | 12.71% | 79.55%-66.8pp | 66.75%-54.0pp | 31.27%-18.6pp |
| Employer contribution / active EE | $151 | $1,602-90.6% | $2,735-94.5% | $2,728-94.5% |
| Participant deferral / active EE | $1,572 | $2,814-44.1% | $4,527-65.3% | $4,651-66.2% |
| Admin fee / account holder | $291 | $915-68.2% | $6,165-95.3% | $433-32.8% |