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 | $92,657 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $39,937 |
CLIENTS 1ST CPA, PC2 years Service code 10 · EIN 92-1496310 | Accounting | $17,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,649 | $102,429+93.9% | $147,096+35.0% | $80,925+145.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.3pp |
| Annual return | 10.18% | 135.02%-124.8pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $2,638 | $3,716-29.0% | $4,936-46.5% | $2,756-4.3% |
| Participant deferral / active EE | $9,418 | $6,649+41.7% | $8,071+16.7% | $4,299+119.1% |
| Admin fee / account holder | $837 | $7,957-89.5% | $13,005-93.6% | $6,940-87.9% |