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 | $41,792 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $16,500 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $15,946 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,885 | $60,165-50.3% | $74,184-59.7% | $55,167-45.8% |
| Participation rate | 87.4% | 74.2%+13.2pp | 76.6%+10.8pp | 69.0%+18.4pp |
| Annual return | 10.80% | 10.00%+0.8pp | 17.74%-6.9pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,108 | $2,973+38.2% | $3,550+15.7% | $3,054+34.5% |
| Admin fee / account holder | $205 | $419-51.1% | $5,586-96.3% | $504-59.3% |