See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,425 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $21,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,320 | $87,733-14.1% | $106,548-29.3% | $85,850-12.3% |
| Participation rate | 94.5% | 71.9%+22.6pp | 76.1%+18.4pp | 69.3%+25.2pp |
| Annual return | 9.92% | 21.86%-11.9pp | 26.80%-16.9pp | 318.53%-308.6pp |
| Employer contribution / active EE | $981 | $2,073-52.7% | $2,819-65.2% | $2,565-61.8% |
| Participant deferral / active EE | $2,814 | $3,469-18.9% | $4,398-36.0% | $3,952-28.8% |
| Admin fee / account holder | $457 | $6,767-93.3% | $7,407-93.8% | $6,260-92.7% |