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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,158 |
BCG SECURITIES3 years Filed as: BCG SECURITIES INC Service code 49 · EIN 23-1664237 | Other Services | $25,192 |
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 | $18,709 | $62,928-70.3% | $172,753-89.2% | $67,582-72.3% |
| Participation rate | 77.8% | 64.5%+13.4pp | 82.6%-4.8pp | 71.3%+6.6pp |
| Annual return | 16.82% | 30.36%-13.5pp | 803.00%-786.2pp | 378.57%-361.8pp |
| Employer contribution / active EE | $572 | $1,636-65.1% | $5,144-88.9% | $2,148-73.4% |
| Participant deferral / active EE | $1,425 | $2,145-33.6% | $5,198-72.6% | $3,539-59.7% |
| Admin fee / account holder | $110 | $167-34.3% | $13,956-99.2% | $142-23.0% |