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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,367 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $2,102 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $109,756 | $69,383+58.2% | $101,275+8.4% | $73,497+49.3% |
| Participation rate | 94.2% | 68.4%+25.8pp | 75.8%+18.4pp | 70.7%+23.5pp |
| Annual return | 12.76% | 18.46%-5.7pp | 46.48%-33.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,079 | $2,628-58.9% | $3,660-70.5% | $2,270-52.5% |
| Participant deferral / active EE | $5,771 | $3,301+74.8% | $4,371+32.0% | $3,740+54.3% |
| Admin fee / account holder | $36 | $704-94.9% | $5,948-99.4% | $513-92.9% |