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 | $20,371 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,413 | $52,884+14.2% | $84,753-28.7% | $55,167+9.5% |
| Participation rate | 23.4% | 67.5%-44.1pp | 76.6%-53.2pp | 69.0%-45.6pp |
| Annual return | 4.25% | 18.03%-13.8pp | 22.78%-18.5pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,305 | $2,644-50.6% | $3,712-64.8% | $3,054-57.3% |
| Admin fee / account holder | $333 | $581-42.7% | $5,333-93.8% | $504-33.9% |