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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,769 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $55,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,250 | $110,483+88.5% | $145,433+43.2% | $79,634+161.5% |
| Participation rate | 99.7% | 71.1%+28.5pp | 82.1%+17.5pp | 62.5%+37.2pp |
| Annual return | 25.15% | 24.62%+0.5pp | 66.58%-41.4pp | 36.46%-11.3pp |
| Employer contribution / active EE | $3,538 | $4,053-12.7% | $4,554-22.3% | $2,529+39.9% |
| Participant deferral / active EE | $12,139 | $7,216+68.2% | $7,897+53.7% | $3,835+216.6% |
| Admin fee / account holder | $418 | $680-38.5% | $13,129-96.8% | $1,002-58.2% |