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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $261,372 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $52,431 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $16,032 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,403 | $104,544+11.3% | $96,564+20.5% | $80,187+45.2% |
| Participation rate | 97.0% | 86.4%+10.7pp | 76.0%+21.0pp | 72.9%+24.1pp |
| Annual return | 15.88% | 21.79%-5.9pp | 25.89%-10.0pp | 40.40%-24.5pp |
| Employer contribution / active EE | $2,495 | $3,527-29.3% | $2,967-15.9% | $2,980-16.3% |
| Participant deferral / active EE | $6,109 | $6,170-1.0% | $4,852+25.9% | $5,016+21.8% |
| Admin fee / account holder | $140 | $107+30.8% | $8,256-98.3% | $145-3.7% |