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 | $28,091 |
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 | $92,105 | $42,423+117.1% | $152,093-39.4% | $100,573-8.4% |
| Participation rate | 95.3% | 55.9%+39.4pp | 77.8%+17.5pp | 70.9%+24.4pp |
| Annual return | 22.82% | 41.32%-18.5pp | 66.36%-43.5pp | 18.89%+3.9pp |
| Employer contribution / active EE | $5,531 | $1,482+273.3% | $4,175+32.5% | $3,763+47.0% |
| Participant deferral / active EE | $9,926 | $2,158+360.0% | $5,451+82.1% | $4,921+101.7% |
| Admin fee / account holder | $15 | $429-96.6% | $14,497-99.9% | $454-96.8% |