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 | $51,323 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 | Advisory (Plan) | $21,010 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $4,642 |
Service code 49 · EIN 36-4389114 | Other Services | $0 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,078 | $61,473+20.5% | $81,726-9.4% | $73,412+0.9% |
| Participation rate | 46.1% | 72.4%-26.3pp | 72.0%-25.9pp | 72.2%-26.1pp |
| Annual return | 17.79% | 28.26%-10.5pp | 29.49%-11.7pp | 59.30%-41.5pp |
| Employer contribution / active EE | $566 | $1,898-70.2% | $4,311-86.9% | $2,234-74.7% |
| Participant deferral / active EE | $1,337 | $3,080-56.6% | $7,108-81.2% | $3,806-64.9% |
| Admin fee / account holder | $404 | $125+221.9% | $5,160-92.2% | $158+155.8% |