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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,725 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $70,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,250 | $71,878+129.9% | $86,698+90.6% | $68,486+141.3% |
| Participation rate | 68.9% | 72.2%-3.4pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -49.87% | 3.53%-53.4pp | 35.95%-85.8pp | -7.85%-42.0pp |
| Employer contribution / active EE | $2,874 | $2,173+32.2% | $2,837+1.3% | $2,597+10.7% |
| Participant deferral / active EE | $8,986 | $3,779+137.8% | $4,656+93.0% | $4,028+123.1% |
| Admin fee / account holder | $1,065 | $6,113-82.6% | $7,493-85.8% | $5,404-80.3% |