Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,600 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,236 |
THE BENEFIT PRACTICE1+ years Service code 49 · EIN 13-4144565 | Other Services | $3,052 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 50 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Direct Payment | $5 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,328 | $82,163-72.8% | $125,381-82.2% | $64,819-65.6% |
| Participation rate | 97.2% | 77.9%+19.3pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.31%-572.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $958 | $3,616-73.5% | $4,815-80.1% | $2,507-61.8% |
| Participant deferral / active EE | $6,430 | $7,175-10.4% | $7,448-13.7% | $4,311+49.2% |
| Admin fee / account holder | $103 | $163-36.6% | $10,007-99.0% | $188-44.9% |