Filed August 24, 2020
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,145 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,500 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,263 | $45,382-0.3% | $154,108-70.6% | $75,289-39.9% |
| Participation rate | 97.1% | 65.9%+31.2pp | 83.0%+14.0pp | 72.4%+24.7pp |
| Annual return | 8.52% | -0.47%+9.0pp | 735.21%-726.7pp | -0.04%+8.6pp |
| Employer contribution / active EE | $1,208 | $1,533-21.2% | $5,298-77.2% | $2,405-49.8% |
| Participant deferral / active EE | $3,768 | $2,384+58.0% | $5,081-25.8% | $3,739+0.8% |
| Admin fee / account holder | $32 | $89-64.7% | $13,411-99.8% | $102-69.1% |