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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $388,711 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $192,803 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $11,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,654 | $122,219+27.4% | $147,096+5.8% | $199,921-22.1% |
| Participation rate | 97.5% | 78.3%+19.3pp | 82.2%+15.4pp | 72.0%+25.5pp |
| Annual return | 15.83% | 30.59%-14.8pp | 419.75%-403.9pp | 34.28%-18.5pp |
| Employer contribution / active EE | $6,549 | $4,096+59.9% | $4,936+32.7% | $3,035+115.8% |
| Participant deferral / active EE | $9,293 | $8,503+9.3% | $8,071+15.1% | $5,089+82.6% |
| Admin fee / account holder | $279 | $179+55.6% | $13,005-97.9% | $269+3.6% |