Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,705 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,167 |
Service code 50 · EIN 04-2647786 | Direct Payment | $2,465 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,189 | $65,428+230.4% | $169,397+27.6% | $71,529+202.2% |
| Participation rate | 96.1% | 66.9%+29.2pp | 77.2%+18.9pp | 67.9%+28.2pp |
| Annual return | 16.19% | 21.35%-5.2pp | 406.23%-390.0pp | 28.97%-12.8pp |
| Employer contribution / active EE | $9,224 | $2,064+346.9% | $4,013+129.9% | $2,590+256.2% |
| Participant deferral / active EE | $14,113 | $4,360+223.7% | $6,223+126.8% | $4,291+228.9% |
| Admin fee / account holder | $461 | $1,328-65.3% | $9,017-94.9% | $1,588-71.0% |