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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,742 |
SAGEPOINT FINANCIAL INC2+ years Service code 49 · EIN 20-1741754 | Other Services | $1,451 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,944 | $155,795-17.2% | $136,298-5.4% | $69,631+85.2% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 20.03% | 232464.33%-232444.3pp | 5156.27%-5136.2pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $3,876 | $2,991+29.6% | $4,696-17.5% | $2,032+90.7% |
| Participant deferral / active EE | $7,367 | $5,394+36.6% | $6,247+17.9% | $3,224+128.5% |
| Admin fee / account holder | $11 | $128-91.7% | $9,244-99.9% | $110-90.3% |