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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,988 |
BROOKLIGHT PLACE SECURITIES INC5+ years Service code 49 · EIN 36-3317130 | Other Services | $12,165 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,183 | $89,652-78.6% | $141,197-86.4% | $65,186-70.6% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.5%+6.7pp | 70.2%+19.0pp |
| Annual return | 23.83% | 32.79%-9.0pp | 71.41%-47.6pp | 29.39%-5.6pp |
| Employer contribution / active EE | $1,632 | $3,065-46.7% | $4,736-65.5% | $2,177-25.0% |
| Participant deferral / active EE | $2,528 | $5,691-55.6% | $6,710-62.3% | $3,514-28.1% |
| Admin fee / account holder | $154 | $569-72.9% | $10,265-98.5% | $847-81.8% |