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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,819 |
CORPORATE SYNERGIES GROUP LLC6+ years Service code 49 · EIN 20-1622581 | Other Services | $1,056 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,998 | $81,494+14.1% | $133,978-30.6% | $73,497+26.5% |
| Participation rate | 88.2% | 76.4%+11.9pp | 79.8%+8.4pp | 70.7%+17.6pp |
| Annual return | 15.48% | 19.40%-3.9pp | 45.10%-29.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,253 | $2,210-43.3% | $3,919-68.0% | $2,270-44.8% |
| Participant deferral / active EE | $3,286 | $3,787-13.2% | $5,047-34.9% | $3,740-12.1% |
| Admin fee / account holder | $27 | $713-96.1% | $8,930-99.7% | $513-94.6% |