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 | $59,924 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,493 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $12,495 |
CROWE LLP7 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $10,848 |
COMSTOCK ADVISORS10+ years Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $10,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,749 | $101,672+77.8% | $147,117+22.9% | $74,478+142.7% |
| Participation rate | 20.0% | 75.5%-55.5pp | 82.2%-62.2pp | 67.2%-47.2pp |
| Annual return | 12.81% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $10,922 | $3,813+186.4% | $4,932+121.4% | $2,626+315.9% |
| Participant deferral / active EE | $7,734 | $7,305+5.9% | $8,065-4.1% | $4,350+77.8% |
| Admin fee / account holder | $485 | $1,753-72.3% | $12,993-96.3% | $1,946-75.1% |