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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,376 |
RECORDKEEPING & CONSULTING CO1+ years Service code 13 · EIN 75-2554640 | Contract Administrator | $6,348 |
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $1,759 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,788 | $39,458-65.1% | $60,547-77.2% | $55,191-75.0% |
| Participation rate | 21.9% | 59.6%-37.7pp | 68.0%-46.1pp | 69.2%-47.3pp |
| Annual return | 6.47% | 3.35%+3.1pp | 335.64%-329.2pp | 10.78%-4.3pp |
| Employer contribution / active EE | $871 | $1,210-28.0% | $2,419-64.0% | $1,899-54.1% |
| Participant deferral / active EE | $1,032 | $2,140-51.8% | $3,328-69.0% | $3,046-66.1% |
| Admin fee / account holder | $121 | $95+27.4% | $4,536-97.3% | $91+33.5% |