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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,513 |
STIFEL NICOLAUS & CO INC1 year Service code 49 · EIN 43-0538770 | Other Services | $32,057 |
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $11,271 |
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 | $74,437 | $62,543+19.0% | $83,322-10.7% | $55,725+33.6% |
| Participation rate | 95.2% | 78.4%+16.9pp | 77.8%+17.5pp | 70.9%+24.4pp |
| Annual return | -5.45% | 14.85%-20.3pp | 10.64%-16.1pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,616 | $2,427-33.4% | $3,379-52.2% | $2,078-22.3% |
| Participant deferral / active EE | $5,220 | $5,682-8.1% | $5,565-6.2% | $3,356+55.6% |
| Admin fee / account holder | $198 | $103+92.0% | $7,540-97.4% | $115+71.9% |