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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,474 |
HENRY ROSSI & CO., LLP1 year Filed as: HENRY, CINDY A. Service code 49 11100 WAYZATA BLVD · MINNETONKA, MN 553055533 | Other Services | $4,057 |
KROLL, RICHARD A.1 year Service code 49 11100 WAYZATA BLVD · MINNETONKA, MN 553055533 | Other Services | $4,057 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,289 | $41,281-70.2% | $109,313-88.8% | $57,658-78.7% |
| Participation rate | 44.4% | 59.3%-14.9pp | 71.3%-26.9pp | 70.2%-25.8pp |
| Annual return | 9.80% | 8.97%+0.8pp | 22.07%-12.3pp | 5.13%+4.7pp |
| Employer contribution / active EE | $269 | $1,201-77.6% | $3,892-93.1% | $1,974-86.4% |
| Participant deferral / active EE | $1,496 | $2,223-32.7% | $3,166-52.8% | $3,061-51.1% |
| Admin fee / account holder | $71 | $75-5.2% | $5,666-98.7% | $95-24.6% |