Filed December 14, 2018
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 |
|---|---|---|
PROEQUITIES INC3+ years Service code 49 · EIN 63-0879387 | Other Services | $27,807 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $15,913 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $1,631 |
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 | $79,239 | $55,453+42.9% | $170,435-53.5% | $62,293+27.2% |
| Participation rate | 82.1% | 66.4%+15.7pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 17.77% | 21.38%-3.6pp | 205.94%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,241 | $2,164+3.6% | $5,432-58.8% | $2,042+9.7% |
| Participant deferral / active EE | $3,535 | $2,303+53.5% | $4,939-28.4% | $3,169+11.5% |
| Admin fee / account holder | $9 | $455-97.9% | $13,881-99.9% | $479-98.0% |