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 | $31,786 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $19,513 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $2,756 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,028 |
LPA INSURANCE AGENCY INC5+ years Service code 49 · EIN 68-0417308 | Other Services | $1,219 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,154 | $52,967+151.4% | $172,753-22.9% | $65,186+104.3% |
| Participation rate | 90.4% | 66.2%+24.2pp | 82.6%+7.8pp | 70.2%+20.2pp |
| Annual return | 18.41% | 30.12%-11.7pp | 803.00%-784.6pp | 29.39%-11.0pp |
| Employer contribution / active EE | $5,721 | $2,190+161.2% | $5,144+11.2% | $2,177+162.8% |
| Participant deferral / active EE | $5,293 | $2,471+114.2% | $5,198+1.8% | $3,514+50.6% |
| Admin fee / account holder | $410 | $472-13.2% | $13,956-97.1% | $847-51.6% |