Filed April 25, 2025
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,574 |
DMC INSURANCE AGENCY1+ years Filed as: DMC INSURANCE AGENCY INC Service code 49 · EIN 91-2088079 | Other Services | $1,417 |
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.
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 | $24,293 | $36,916-34.2% | $156,551-84.5% | $57,658-57.9% |
| Participation rate | 17.5% | 63.4%-45.9pp | 84.0%-66.5pp | 70.2%-52.7pp |
| Annual return | -1.40% | 12.38%-13.8pp | 32.23%-33.6pp | 5.13%-6.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $749 | $1,926-61.1% | $4,871-84.6% | $3,061-75.5% |
| Admin fee / account holder | $165 | $82+99.5% | $13,028-98.7% | $95+74.1% |