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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $108,712 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1359751 | Accounting | $29,400 |
CASTLE VALUATION1 year Filed as: CASTLE VALUATION FEES Service code 34 · EIN 86-2075029 | Valuation (appraisals, etc.); Direct ... | $17,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,420 | $83,023+37.8% | $102,437+11.7% | $77,762+47.1% |
| Participation rate | 98.3% | 71.5%+26.7pp | 74.5%+23.8pp | 70.6%+27.7pp |
| Annual return | 50.09% | 19.12%+31.0pp | 24.95%+25.1pp | 31.27%+18.8pp |
| Employer contribution / active EE | $644 | $3,552-81.9% | $3,871-83.4% | $2,728-76.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $111 | $639-82.6% | $8,388-98.7% | $433-74.4% |