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 |
|---|---|---|
LPA INSURANCE AGENCY INC2 years Service code 49 · EIN 68-0417308 | Other Services | $11,171 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 49 · EIN 25-1409618 | Other Services | $6,994 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,203 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,182 | $225,748-84.0% | $136,298-73.5% | - |
| Participation rate | 85.1% | 69.2%+15.9pp | 81.9%+3.2pp | - |
| Annual return | 23.05% | 13.52%+9.5pp | 5156.27%-5133.2pp | - |
| Employer contribution / active EE | $2,702 | $3,134-13.8% | $4,696-42.5% | - |
| Participant deferral / active EE | $5,419 | $4,803+12.8% | $6,247-13.3% | - |
| Admin fee / account holder | $17 | $10,864-99.8% | $9,244-99.8% | - |