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 | $79,102 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $22,993 |
SULLIVAN & WORCESTER LLP2+ years Service code 29 · EIN 04-2387531 | Legal | $4,939 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $286,961-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 13.3%-13.3pp | 3.6%-3.6pp |
| Annual return | 5.80% | 11.88%-6.1pp | 2.61%+3.2pp | 11.88%-6.1pp |
| Employer contribution / active EE | $85 | $14,612-99.4% | $24,109-99.6% | $14,612-99.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $17-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $148-100.0% | $637-100.0% |