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 | $51,528 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,424 |
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 | $67,096 | $83,090-19.2% | $130,062-48.4% | $71,529-6.2% |
| Participation rate | 89.5% | 74.1%+15.3pp | 78.5%+11.0pp | 67.9%+21.5pp |
| Annual return | 14.95% | 20.61%-5.7pp | -137.37%+152.3pp | 28.97%-14.0pp |
| Employer contribution / active EE | $1,456 | $2,624-44.5% | $4,322-66.3% | $2,590-43.8% |
| Participant deferral / active EE | $3,972 | $4,436-10.5% | $5,821-31.8% | $4,291-7.4% |
| Admin fee / account holder | $339 | $1,727-80.4% | $10,601-96.8% | $1,588-78.7% |