Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $5,943 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $4,183 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES INS Service code 13 | Contract Administrator | $1,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,908 | $37,117-76.0% | $147,617-94.0% | $55,191-83.9% |
| Participation rate | 62.1% | 63.6%-1.5pp | 84.6%-22.5pp | 69.2%-7.1pp |
| Annual return | 1.23% | 3.44%-2.2pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $700 | $1,620-56.8% | $5,564-87.4% | $1,899-63.1% |
| Participant deferral / active EE | $937 | $1,985-52.8% | $4,895-80.9% | $3,046-69.3% |
| Admin fee / account holder | $33 | $86-61.2% | $11,612-99.7% | $91-63.4% |