Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $62,513 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 13 | Contract Administrator | $24,542 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE AVENUE WEALTH PLANNERS LLC Service code 27 | Advisory (Plan) | $21,963 |
Service code 27 · EIN 45-4585852 1831 DELAWARE AVENUE · WILMINGTON, DE 19806 | Advisory (Plan) | $0 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 13 · EIN 27-0172384 1407 FOULK RD SUITE 100 · WILMINGTON, DE 19803 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,632 | $93,010-32.7% | $96,520-35.1% | $74,440-15.9% |
| Participation rate | 37.1% | 71.6%-34.5pp | 74.3%-37.2pp | 70.7%-33.6pp |
| Annual return | 20.87% | 37.50%-16.6pp | 35.72%-14.8pp | 34.37%-13.5pp |
| Employer contribution / active EE | $1,148 | $3,427-66.5% | $3,739-69.3% | $2,638-56.5% |
| Participant deferral / active EE | $3,071 | $3,971-22.7% | $4,879-37.0% | $4,529-32.2% |
| Admin fee / account holder | $449 | $633-29.0% | $6,733-93.3% | $348+29.2% |