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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,580 |
Filed as: MSI FINANCIAL SERVICES Service code 49 · EIN 13-3175978 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,927 | $46,732-48.8% | $156,551-84.7% | $55,167-56.6% |
| Participation rate | 48.6% | 65.8%-17.2pp | 84.0%-35.5pp | 69.0%-20.4pp |
| Annual return | 5.55% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,095 | $2,204-50.3% | $4,871-77.5% | $3,054-64.2% |
| Admin fee / account holder | $32 | $418-92.4% | $13,028-99.8% | $504-93.7% |