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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,681 |
Filed as: MERRILL LYNCH ACCOUNTS RECEIVABLE Service code 26 · EIN 13-5674085 | Advisory (Participants) | $37,500 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,512 |
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 | $85,540 | $78,852+8.5% | $76,768+11.4% | $75,289+13.6% |
| Participation rate | 97.7% | 85.0%+12.7pp | 77.0%+20.7pp | 72.4%+25.3pp |
| Annual return | -4.82% | -1.29%-3.5pp | 2.43%-7.2pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,952 | $2,794-30.1% | $2,485-21.4% | $2,405-18.8% |
| Participant deferral / active EE | $4,500 | $4,800-6.2% | $3,852+16.8% | $3,739+20.4% |
| Admin fee / account holder | $24 | $79-69.9% | $6,676-99.6% | $102-76.8% |