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 | $218,372 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $43,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,132 | $31,741+64.2% | $56,025-6.9% | $200,096-73.9% |
| Participation rate | 35.6% | 32.3%+3.2pp | 52.5%-16.9pp | 72.0%-36.5pp |
| Annual return | 13.39% | 14.72%-1.3pp | 1712.69%-1699.3pp | 34.26%-20.9pp |
| Employer contribution / active EE | $354 | $508-30.2% | $1,042-66.0% | $3,038-88.3% |
| Participant deferral / active EE | $1,324 | $1,184+11.8% | $1,955-32.2% | $5,090-74.0% |
| Admin fee / account holder | $134 | $426-68.6% | $2,828-95.3% | $269-50.3% |