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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,377 |
USI CONSULTING GROUP6 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $5,790 |
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 | $34,036 | $77,920-56.3% | $149,723-77.3% | $75,177-54.7% |
| Participation rate | 74.6% | 65.6%+9.0pp | 78.8%-4.2pp | 67.2%+7.4pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.50%-122.6pp | 160.75%-148.9pp |
| Employer contribution / active EE | $649 | $3,138-79.3% | $4,821-86.5% | $2,671-75.7% |
| Participant deferral / active EE | $2,640 | $3,411-22.6% | $5,682-53.5% | $4,126-36.0% |
| Admin fee / account holder | $271 | $5,951-95.4% | $13,215-97.9% | $5,651-95.2% |