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 42-0127290 | Contract Administrator | $13,718 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $8,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,409 | $37,196-10.2% | $154,111-78.3% | $55,725-40.0% |
| Participation rate | 36.2% | 64.1%-27.8pp | 83.0%-46.8pp | 70.9%-34.6pp |
| Annual return | 0.35% | 1319.68%-1319.3pp | 735.18%-734.8pp | 244.93%-244.6pp |
| Employer contribution / active EE | $105 | $1,614-93.5% | $5,298-98.0% | $2,078-95.0% |
| Participant deferral / active EE | $1,440 | $2,068-30.4% | $5,081-71.7% | $3,356-57.1% |
| Admin fee / account holder | $80 | $102-21.0% | $13,411-99.4% | $115-30.3% |