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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,758 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 27 · EIN 39-2018056 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,495 | $50,919+5.1% | $155,556-65.6% | $77,762-31.2% |
| Participation rate | 43.0% | 63.1%-20.1pp | 78.2%-35.2pp | 70.6%-27.6pp |
| Annual return | 10.75% | 34.84%-24.1pp | 64.84%-54.1pp | 31.27%-20.5pp |
| Employer contribution / active EE | $552 | $1,991-72.3% | $4,675-88.2% | $2,728-79.8% |
| Participant deferral / active EE | $1,711 | $2,824-39.4% | $5,631-69.6% | $4,651-63.2% |
| Admin fee / account holder | $211 | $437-51.7% | $15,885-98.7% | $433-51.3% |