Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,512 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $67,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,498 | $65,376+160.8% | $87,104+95.7% | $65,185+161.6% |
| Participation rate | 93.5% | 75.3%+18.2pp | 76.9%+16.6pp | 70.2%+23.3pp |
| Annual return | 19.50% | 31.27%-11.8pp | 28.19%-8.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,195 | $1,822+20.4% | $2,521-12.9% | $2,177+0.8% |
| Participant deferral / active EE | $7,351 | $3,388+117.0% | $4,048+81.6% | $3,514+109.2% |
| Admin fee / account holder | $666 | $520+28.1% | $7,491-91.1% | $847-21.4% |