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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,096 |
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $19,689 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $2,462 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 49 · EIN 26-0058143 | Other Services | $2,379 |
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).
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 | $34,500 | $57,096-39.6% | $94,229-63.4% | $55,191-37.5% |
| Participation rate | 94.4% | 75.7%+18.8pp | 78.8%+15.7pp | 69.2%+25.3pp |
| Annual return | -2.02% | 159.65%-161.7pp | 10.68%-12.7pp | 10.78%-12.8pp |
| Employer contribution / active EE | $1,453 | $1,708-14.9% | $3,587-59.5% | $1,899-23.5% |
| Participant deferral / active EE | $3,657 | $3,165+15.5% | $4,320-15.4% | $3,046+20.0% |
| Admin fee / account holder | $219 | $89+145.9% | $6,269-96.5% | $91+141.7% |