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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,919 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $68,513 |
RSM US LLP8 years Service code 10 · EIN 04-2071432 | Accounting | $26,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $858,939 | $146,267+487.2% | $197,124+335.7% | $82,448+941.8% |
| Participation rate | 95.1% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 11.83% | 29.61%-17.8pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $29,009 | $4,723+514.2% | $6,227+365.8% | $2,551+1037.2% |
| Participant deferral / active EE | $16,634 | $7,035+136.5% | $9,135+82.1% | $4,139+301.9% |
| Admin fee / account holder | $993 | $14,422-93.1% | $16,298-93.9% | $7,234-86.3% |