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 | $48,138 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $21,427 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,604 | $43,496+2.5% | $161,489-72.4% | $64,340-30.7% |
| Participation rate | 90.7% | 53.5%+37.2pp | 78.7%+12.0pp | 55.2%+35.5pp |
| Annual return | 9.79% | 20.76%-11.0pp | 89.72%-79.9pp | 24.14%-14.4pp |
| Employer contribution / active EE | $4,240 | $1,431+196.4% | $4,268-0.7% | $1,862+127.8% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $249 | $2,330-89.3% | $16,006-98.4% | $3,703-93.3% |