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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,211 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $16,633 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,753 | $36,916-0.4% | $156,551-76.5% | $57,658-36.3% |
| Participation rate | 85.8% | 63.4%+22.4pp | 84.0%+1.8pp | 70.2%+15.6pp |
| Annual return | 5.59% | 12.38%-6.8pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,359 | $1,571+50.2% | $5,501-57.1% | $1,974+19.5% |
| Participant deferral / active EE | $1,209 | $1,926-37.2% | $4,871-75.2% | $3,061-60.5% |
| Admin fee / account holder | $81 | $82-1.3% | $13,028-99.4% | $95-13.8% |