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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,599 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $65,698 |
UHY LLP4 years Service code 10 · EIN 20-0694403 | Accounting | $12,386 |
ERISA SERVICES, INC.2 years Service code 13 | Contract Administrator | $10,907 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $10,285 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,443 | $110,483-39.0% | $145,433-53.6% | $79,634-15.3% |
| Participation rate | 49.8% | 71.1%-21.3pp | 82.1%-32.3pp | 62.5%-12.7pp |
| Annual return | 16.48% | 24.62%-8.1pp | 66.58%-50.1pp | 36.46%-20.0pp |
| Employer contribution / active EE | $2,332 | $4,053-42.5% | $4,554-48.8% | $2,529-7.8% |
| Participant deferral / active EE | $6,528 | $7,216-9.5% | $7,897-17.3% | $3,835+70.3% |
| Admin fee / account holder | $301 | $680-55.8% | $13,129-97.7% | $1,002-70.0% |