Filed April 27, 2022
Total covered: 60 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,343 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,815 | $101,539-32.2% | $147,041-53.2% | $74,400-7.5% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 15.19% | 8740.84%-8725.7pp | 419.21%-404.0pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $6,108 | $3,811+60.3% | $4,935+23.8% | $2,624+132.7% |
| Participant deferral / active EE | $9,064 | $7,304+24.1% | $8,071+12.3% | $4,348+108.4% |
| Admin fee / account holder | $133 | $1,749-92.4% | $13,006-99.0% | $1,944-93.2% |