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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,149 |
BENEFIT FIDUCIARY GROUP LLC3 years Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $20,469 |
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 | $45,324 | $61,391-26.2% | $149,723-69.7% | $71,529-36.6% |
| Participation rate | 90.5% | 62.5%+28.0pp | 78.8%+11.8pp | 67.9%+22.6pp |
| Annual return | 9.14% | 35.88%-26.7pp | 134.50%-125.4pp | 28.97%-19.8pp |
| Employer contribution / active EE | $3,537 | $2,384+48.4% | $4,821-26.6% | $2,590+36.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $260 | $1,264-79.4% | $13,215-98.0% | $1,588-83.6% |