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 | $4,600 |
HORNOR TOWNSEND & KENT INC2+ years Service code 49 · EIN 23-1706189 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,543 | $51,244-38.4% | $80,977-61.0% | $55,167-42.8% |
| Participation rate | 65.4% | 71.7%-6.3pp | 75.8%-10.5pp | 69.0%-3.6pp |
| Annual return | 7.27% | 17.39%-10.1pp | 17.11%-9.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,516 | $1,770-14.3% | $3,715-59.2% | $1,963-22.7% |
| Participant deferral / active EE | $1,861 | $4,418-57.9% | $5,696-67.3% | $3,054-39.1% |
| Admin fee / account holder | $47 | $398-88.1% | $5,517-99.1% | $504-90.6% |