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| Provider | Service type | Compensation |
|---|---|---|
STEGNER INVESTMENT ASSOCIATES6+ years Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 26 · EIN 06-1153247 | Advisory (Participants) | $57,405 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,550 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $163,924 | $79,519+106.1% | $95,964+70.8% | $73,412+123.3% |
| Participation rate | 64.9% | 81.2%-16.3pp | 77.1%-12.2pp | 72.2%-7.3pp |
| Annual return | 13.98% | 19.20%-5.2pp | 91.64%-77.7pp | 59.30%-45.3pp |
| Employer contribution / active EE | $1,996 | $2,048-2.5% | $2,541-21.5% | $2,234-10.6% |
| Participant deferral / active EE | $4,324 | $4,138+4.5% | $4,167+3.8% | $3,806+13.6% |
| Admin fee / account holder | $141 | $184-23.4% | $6,797-97.9% | $158-10.6% |