Filed May 10, 2018
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 |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $18,897 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,017 |
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 | $41,245 | $47,977-14.0% | $154,108-73.2% | $56,289-26.7% |
| Participation rate | 71.3% | 66.2%+5.1pp | 83.0%-11.7pp | 69.9%+1.4pp |
| Annual return | -4.90% | 3.54%-8.4pp | 735.21%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $877 | $2,169-59.5% | $5,298-83.4% | $2,111-58.4% |
| Participant deferral / active EE | $3,887 | $2,392+62.5% | $5,081-23.5% | $3,350+16.0% |
| Admin fee / account holder | $31 | $438-92.8% | $13,411-99.8% | $521-94.0% |