Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,686 |
HUNTINGTON NATIONAL BANK2 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $14,470 |
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 | $47,518 | $61,166-22.3% | $185,837-74.4% | $79,393-40.1% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 12.77% | 19.45%-6.7pp | 122.08%-109.3pp | 116.87%-104.1pp |
| Employer contribution / active EE | $2,241 | $2,321-3.4% | $5,168-56.6% | $2,428-7.7% |
| Participant deferral / active EE | $2,340 | $2,789-16.1% | $5,568-58.0% | $4,046-42.2% |
| Admin fee / account holder | $271 | $710-61.8% | $16,241-98.3% | $627-56.8% |