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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,965 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA, PC Service code 10 · EIN 47-1793720 | Accounting | $9,561 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,515 | $71,802-51.9% | $133,975-74.2% | $57,658-40.1% |
| Participation rate | 99.8% | 85.5%+14.3pp | 87.1%+12.7pp | 70.2%+29.5pp |
| Annual return | -2.21% | 13.51%-15.7pp | 29.29%-31.5pp | 5.13%-7.3pp |
| Employer contribution / active EE | $5,546 | $3,161+75.4% | $5,211+6.4% | $1,974+181.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $108 | $88+22.7% | $9,324-98.8% | $95+13.8% |