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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,604 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $22,256 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $6,200 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 | Contract Administrator | $5,563 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,105 | $58,888+53.0% | $178,499-49.5% | $73,493+22.6% |
| Participation rate | 96.8% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 13.36% | 24.86%-11.5pp | 151.10%-137.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $6,067 | $2,236+171.3% | $5,011+21.1% | $2,270+167.2% |
| Participant deferral / active EE | $4,651 | $2,568+81.1% | $5,202-10.6% | $3,740+24.4% |
| Admin fee / account holder | $322 | $400-19.6% | $13,986-97.7% | $513-37.2% |