Filed September 23, 2019
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,083 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,301 | $91,439+25.0% | $135,974-15.9% | $71,511+59.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 81.9%+17.5pp | 67.9%+31.4pp |
| Annual return | 17.56% | 29.90%-12.3pp | 68.30%-50.7pp | 28.86%-11.3pp |
| Employer contribution / active EE | $3,479 | $3,705-6.1% | $4,859-28.4% | $2,589+34.4% |
| Participant deferral / active EE | $10,109 | $7,093+42.5% | $7,760+30.3% | $4,291+135.6% |
| Admin fee / account holder | $264 | $1,267-79.2% | $10,767-97.5% | $1,588-83.4% |