Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,011 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,086 | $55,453-89.0% | $170,435-96.4% | $62,293-90.2% |
| Participation rate | 85.4% | 66.4%+19.0pp | 83.6%+1.8pp | 69.5%+15.9pp |
| Annual return | 18.47% | 21.38%-2.9pp | 205.94%-187.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $725 | $2,164-66.5% | $5,432-86.7% | $2,042-64.5% |
| Participant deferral / active EE | $903 | $2,303-60.8% | $4,939-81.7% | $3,169-71.5% |
| Admin fee / account holder | $59 | $455-87.0% | $13,881-99.6% | $479-87.7% |