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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,011 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,871 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,596 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,981 | $54,679+37.1% | $76,119-1.5% | $74,459+0.7% |
| Participation rate | 94.9% | 60.3%+34.6pp | 69.1%+25.9pp | 67.2%+27.7pp |
| Annual return | 19.13% | 31.90%-12.8pp | 361.25%-342.1pp | 1369.70%-1350.6pp |
| Employer contribution / active EE | $3,244 | $1,781+82.1% | $2,693+20.5% | $2,626+23.5% |
| Participant deferral / active EE | $4,641 | $3,072+51.1% | $4,259+9.0% | $4,350+6.7% |
| Admin fee / account holder | $451 | $2,238-79.9% | $6,421-93.0% | $1,945-76.8% |