Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,418 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,150 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,395 | $91,439-64.6% | $135,974-76.2% | $71,511-54.7% |
| Participation rate | 79.2% | 75.7%+3.5pp | 81.9%-2.8pp | 67.9%+11.2pp |
| Annual return | 14.24% | 29.90%-15.7pp | 68.30%-54.1pp | 28.86%-14.6pp |
| Employer contribution / active EE | $1,691 | $3,705-54.4% | $4,859-65.2% | $2,589-34.7% |
| Participant deferral / active EE | $2,863 | $7,093-59.6% | $7,760-63.1% | $4,291-33.3% |
| Admin fee / account holder | $299 | $1,267-76.4% | $10,767-97.2% | $1,588-81.2% |