Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-1027290 | Contract Administrator | $5,068 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,570 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS INC Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $2,653 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $1,945 |
Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,435 | $47,977-76.2% | $154,108-92.6% | $56,289-79.7% |
| Participation rate | 58.8% | 66.2%-7.3pp | 83.0%-24.2pp | 69.9%-11.0pp |
| Annual return | -2.48% | 3.54%-6.0pp | 735.21%-737.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $302 | $2,169-86.1% | $5,298-94.3% | $2,111-85.7% |
| Participant deferral / active EE | $387 | $2,392-83.8% | $5,081-92.4% | $3,350-88.4% |
| Admin fee / account holder | $66 | $438-85.0% | $13,411-99.5% | $521-87.3% |