See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,187 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $41,453 |
AVENUE ONE ADVISORS1 year Service code 27 · EIN 83-1838623 | Advisory (Plan) | $36,514 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,383 | $74,347+113.0% | $93,606+69.2% | $67,579+134.4% |
| Participation rate | 99.7% | 80.6%+19.1pp | 75.8%+23.9pp | 71.3%+28.4pp |
| Annual return | 19.25% | 28.07%-8.8pp | 32.76%-13.5pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,482 | $2,583-3.9% | $2,718-8.7% | $2,148+15.5% |
| Participant deferral / active EE | $4,254 | $4,060+4.8% | $4,069+4.6% | $3,539+20.2% |
| Admin fee / account holder | $502 | $123+308.9% | $7,888-93.6% | $142+252.6% |