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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 711 HIGH ST. · DES MOINES, IA 503921200 | Contract Administrator | $47,236 |
SBHU LIFE AGENCY INC8 years Service code 49 | Other Services | $25,850 |
Filed as: TIGER'S EYE BENEFITS CONSULTING Service code 13 · EIN 52-1875589 147 W WASHINGTON STREET · HAGERSTOWN, MD 21740 | Contract Administrator | $10,194 |
SBHU LIFE AGENCY INC8 years Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,662 | $54,717+40.1% | $86,216-11.1% | $71,511+7.2% |
| Participation rate | 82.5% | 60.1%+22.4pp | 69.0%+13.5pp | 67.9%+14.5pp |
| Annual return | 13.81% | 20.07%-6.3pp | 1169.42%-1155.6pp | 28.86%-15.0pp |
| Employer contribution / active EE | $1,595 | $1,267+25.9% | $2,382-33.0% | $2,589-38.4% |
| Participant deferral / active EE | $3,684 | $3,110+18.5% | $3,986-7.6% | $4,291-14.1% |
| Admin fee / account holder | $420 | $1,922-78.2% | $6,853-93.9% | $1,588-73.6% |