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 | $100,889 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,435 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 42 PENSION PLAN Service code 14 · EIN 23-7404110 | Plan Administrator | $14,969 |
Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $9,350 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 31 · EIN 46-0619194 | Named fiduciary; Direct payment from ... | $5,703 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $77,788-35.6% | $119,126-57.9% | $64,728-22.6% |
| Participation rate | 95.2% | 69.4%+25.8pp | 75.8%+19.4pp | 57.9%+37.3pp |
| Annual return | 10.90% | 13.19%-2.3pp | 282.11%-271.2pp | 49.38%-38.5pp |
| Employer contribution / active EE | $3,227 | $4,031-19.9% | $4,034-20.0% | $2,243+43.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $292 | $1,365-78.6% | $10,693-97.3% | $1,145-74.5% |