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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,099 |
WEALTHPLAN ADVISORS LLC3+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $31,392 |
STEWART ARCHIBALD & BARNEY, LLP2+ years Filed as: STEWART ARCHIBALD & BARN Service code 10 · EIN 88-0382649 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,131 | $25,165+3.8% | $73,550-64.5% | $77,958-66.5% |
| Participation rate | 24.4% | 36.6%-12.2pp | 54.9%-30.5pp | 71.6%-47.2pp |
| Annual return | 13.83% | 18.12%-4.3pp | -15.16%+29.0pp | 20.87%-7.0pp |
| Employer contribution / active EE | $93 | $395-76.5% | $1,219-92.4% | $2,310-96.0% |
| Participant deferral / active EE | $701 | $898-22.0% | $1,804-61.2% | $3,537-80.2% |
| Admin fee / account holder | $132 | $76+74.8% | $2,320-94.3% | $97+36.0% |