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 | $23,567 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,522 |
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 | $56,935 | $58,895-3.3% | $178,503-68.1% | $73,497-22.5% |
| Participation rate | 73.1% | 66.2%+6.8pp | 81.9%-8.9pp | 70.7%+2.4pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.12%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $930 | $2,236-58.4% | $5,011-81.4% | $2,270-59.0% |
| Participant deferral / active EE | $4,004 | $2,567+56.0% | $5,202-23.0% | $3,740+7.1% |
| Admin fee / account holder | $35 | $400-91.2% | $13,987-99.7% | $513-93.1% |