Filed March 3, 2026
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 | $37,609 |
PEAK WEALTH SOLUTION1 year Service code 27 · EIN 34-1914557 | Advisory (Plan) | $21,715 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $300 |
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 | $114,898 | $53,128+116.3% | $86,582+32.7% | $70,126+63.8% |
| Participation rate | 98.7% | 65.3%+33.4pp | 73.5%+25.2pp | 69.5%+29.2pp |
| Annual return | 16.42% | 27.66%-11.2pp | 965.08%-948.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $7,654 | $2,068+270.1% | $2,839+169.6% | $2,343+226.7% |
| Participant deferral / active EE | $6,975 | $2,695+158.8% | $3,609+93.3% | $3,332+109.3% |
| Admin fee / account holder | $455 | $3,584-87.3% | $4,904-90.7% | $4,645-90.2% |