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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,619 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,341 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,970 | $65,092-63.2% | $143,799-83.3% | $66,938-64.2% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -7.58% | -11.14%+3.6pp | -0.04%-7.5pp | 1.58%-9.2pp |
| Employer contribution / active EE | $782 | $2,362-66.9% | $4,952-84.2% | $2,545-69.3% |
| Participant deferral / active EE | $4,833 | $2,920+65.5% | $5,638-14.3% | $4,238+14.0% |
| Admin fee / account holder | $150 | $502-70.1% | $14,677-99.0% | $594-74.7% |