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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $204,047 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. (G Service code 16 · EIN 13-3727333 | Consulting | $50,000 |
Service code 49 · EIN 74-2794194 | Other Services | $17,620 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 47-1566880 | Investment Management | $15,000 |
SAMYN & MARTIN, LLC1 year Filed as: SAMYN MARTIN, LLC Service code 10 · EIN 43-1679261 | Accounting | $13,000 |
BALLS FOOD STORES1 year Service code 49 · EIN 48-0894902 | Other Services | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,060 | $38,833+10.9% | $78,778-45.3% | $77,958-44.8% |
| Participation rate | 56.6% | 60.9%-4.4pp | 69.2%-12.6pp | 71.6%-15.1pp |
| Annual return | 13.97% | 20.31%-6.3pp | 35.62%-21.6pp | 20.87%-6.9pp |
| Employer contribution / active EE | $345 | $840-58.9% | $1,986-82.6% | $2,310-85.1% |
| Participant deferral / active EE | $1,235 | $1,776-30.4% | $2,958-58.2% | $3,537-65.1% |
| Admin fee / account holder | $201 | $89+126.0% | $5,134-96.1% | $97+106.6% |