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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,896 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,113 | $74,024-32.3% | $78,002-35.8% | $57,658-13.1% |
| Participation rate | 86.3% | 79.7%+6.6pp | 75.5%+10.8pp | 70.2%+16.1pp |
| Annual return | 8.04% | 12.14%-4.1pp | 425.99%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $994 | $2,365-58.0% | $2,470-59.8% | $1,974-49.6% |
| Participant deferral / active EE | $2,966 | $3,533-16.1% | $3,497-15.2% | $3,061-3.1% |
| Admin fee / account holder | $30 | $93-67.5% | $5,481-99.4% | $95-68.0% |