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 |
|---|---|---|
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN & BROWN INC Service code 49 · EIN 59-0864469 | Other Services | $8,888 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,132 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,942 | $74,089-51.5% | $133,975-73.2% | $55,167-34.8% |
| Participation rate | 79.7% | 84.3%-4.5pp | 87.1%-7.3pp | 69.0%+10.7pp |
| Annual return | 11.67% | 12.11%-0.4pp | 29.29%-17.6pp | 169.23%-157.6pp |
| Employer contribution / active EE | $2,408 | $3,064-21.4% | $5,211-53.8% | $1,963+22.7% |
| Participant deferral / active EE | $4,476 | $4,678-4.3% | $6,282-28.7% | $3,054+46.6% |
| Admin fee / account holder | $22 | $458-95.2% | $9,324-99.8% | $504-95.6% |