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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,978 |
CISMOSKI, GREGORY V.1 year Service code 49 14301 FNB PKWY STE 306 · OMAHA, NE 681545299 | Other Services | $7,911 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $149,382 | $181,896-17.9% | $156,551-4.6% | $273,972-45.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.02% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $29,706 | $6,248+375.4% | $5,501+440.0% | $4,869+510.1% |
| Participant deferral / active EE | $63,671 | $5,550+1047.2% | $4,871+1207.1% | $5,287+1104.2% |
| Admin fee / account holder | $407 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |