Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,713 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413433 | Accounting | $16,275 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $7,350 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,913 | $122,259+139.6% | $147,041+99.2% | $199,874+46.5% |
| Participation rate | 99.5% | 78.3%+21.2pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 7.38% | 30.58%-23.2pp | 419.21%-411.8pp | 34.28%-26.9pp |
| Employer contribution / active EE | $3,612 | $4,097-11.8% | $4,935-26.8% | $3,036+19.0% |
| Participant deferral / active EE | $17,462 | $8,504+105.3% | $8,071+116.4% | $5,090+243.1% |
| Admin fee / account holder | $73 | $179-59.2% | $13,006-99.4% | $269-72.8% |