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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,405 |
SIGMA FINANCIAL CORPORATION2 years Service code 49 · EIN 38-2472555 | Other Services | $6,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,232 | $66,124-54.3% | $90,461-66.6% | $73,497-58.9% |
| Participation rate | 52.9% | 69.7%-16.8pp | 72.7%-19.8pp | 70.7%-17.8pp |
| Annual return | 14.40% | 17.65%-3.3pp | 1294.76%-1280.4pp | 28.51%-14.1pp |
| Employer contribution / active EE | $546 | $2,346-76.7% | $3,264-83.3% | $2,270-75.9% |
| Participant deferral / active EE | $2,121 | $3,039-30.2% | $3,964-46.5% | $3,740-43.3% |
| Admin fee / account holder | $83 | $396-79.0% | $5,617-98.5% | $513-83.8% |