Filed January 28, 2022
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 | $166,202 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,942 |
Service code 49 · EIN 27-3853858 | Other Services | $21,653 |
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 | $51,452 | $66,459-22.6% | $81,353-36.8% | $77,736-33.8% |
| Participation rate | 85.3% | 68.7%+16.6pp | 69.5%+15.8pp | 70.6%+14.7pp |
| Annual return | 15.76% | 15.95%-0.2pp | 24.82%-9.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $2,698 | $2,156+25.1% | $2,464+9.5% | $2,728-1.1% |
| Participant deferral / active EE | $5,607 | $3,674+52.6% | $3,885+44.3% | $4,651+20.6% |
| Admin fee / account holder | $168 | $585-71.3% | $5,766-97.1% | $433-61.2% |