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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,867 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $42,406 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,856 | $56,540+7.6% | $185,851-67.3% | $86,821-29.9% |
| Participation rate | 35.4% | 65.5%-30.1pp | 81.7%-46.3pp | 72.3%-36.9pp |
| Annual return | 10.93% | 118.20%-107.3pp | 122.11%-111.2pp | 97.94%-87.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,838 | $2,555-28.1% | $5,569-67.0% | $4,132-55.5% |
| Admin fee / account holder | $403 | $150+169.2% | $16,245-97.5% | $170+137.6% |