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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,060 |
MADISON PENSION SERVICES, INC.6+ years Filed as: MADISON PENSION SERVICES INC Service code 13 · EIN 13-2945975 | Contract Administrator | $13,433 |
CETERA ADVISOR NETWORKS LLC5 years Service code 49 · EIN 95-3845382 | Other Services | $10,453 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,411 | $58,895-63.6% | $178,503-88.0% | $73,497-70.9% |
| Participation rate | 68.9% | 66.2%+2.7pp | 81.9%-13.0pp | 70.7%-1.7pp |
| Annual return | 11.50% | 24.86%-13.4pp | 151.12%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,453 | $2,236-35.0% | $5,011-71.0% | $2,270-36.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $190 | $400-52.5% | $13,987-98.6% | $513-63.0% |