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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,591 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,658 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,877 | $62,928-70.0% | $172,752-89.1% | $67,579-72.1% |
| Participation rate | 95.7% | 64.5%+31.2pp | 82.6%+13.0pp | 71.3%+24.4pp |
| Annual return | 11.29% | 30.36%-19.1pp | 802.97%-791.7pp | 378.56%-367.3pp |
| Employer contribution / active EE | $845 | $1,636-48.4% | $5,144-83.6% | $2,148-60.7% |
| Participant deferral / active EE | $1,930 | $2,145-10.0% | $5,198-62.9% | $3,539-45.5% |
| Admin fee / account holder | $94 | $167-43.9% | $13,955-99.3% | $142-34.3% |