Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,027 |
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $9,672 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,608 | $46,732-62.3% | $156,551-88.8% | $55,167-68.1% |
| Participation rate | 82.0% | 65.8%+16.2pp | 84.0%-2.0pp | 69.0%+13.0pp |
| Annual return | 5.40% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $577 | $2,105-72.6% | $5,501-89.5% | $1,963-70.6% |
| Participant deferral / active EE | $1,280 | $2,204-42.0% | $4,871-73.7% | $3,054-58.1% |
| Admin fee / account holder | $99 | $418-76.2% | $13,028-99.2% | $504-80.3% |