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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $344,473 |
SPECTRUM INVESTMENT ADVISORS5 years Filed as: SPECTRUM INV ADVISORS Service code 27 · EIN 39-1828175 | Advisory (Plan) | $128,207 |
CONVERGINT TECHNOLOGIES6+ years Service code 10 · EIN 36-4444620 | Accounting | $45,709 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,421 | $127,481-62.0% | $149,715-67.7% | $90,274-46.4% |
| Participation rate | 98.9% | 78.2%+20.7pp | 82.5%+16.4pp | 73.4%+25.6pp |
| Annual return | 20.95% | 57.78%-36.8pp | 276.66%-255.7pp | 53.97%-33.0pp |
| Employer contribution / active EE | $1,935 | $3,448-43.9% | $4,645-58.3% | $2,523-23.3% |
| Participant deferral / active EE | $6,079 | $6,975-12.9% | $6,842-11.2% | $4,231+43.7% |
| Admin fee / account holder | $122 | $152-19.4% | $9,310-98.7% | $114+7.2% |