Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 801 GRAND AVE. SUITE 240 · DES MOINES, IA 50309 | Contract Administrator | $28,549 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 12100 WILSHIRE BLVD STE 1400 · LOS ANGELES, NY 90025 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,021 | $91,710-72.7% | $67,560-63.0% | $77,762-67.8% |
| Participation rate | 51.4% | 76.0%-24.6pp | 72.9%-21.5pp | 70.6%-19.2pp |
| Annual return | 10.04% | 14.88%-4.8pp | 3533.50%-3523.5pp | 31.27%-21.2pp |
| Employer contribution / active EE | $358 | $3,187-88.8% | $2,737-86.9% | $2,728-86.9% |
| Participant deferral / active EE | $742 | $3,911-81.0% | $4,004-81.5% | $4,651-84.0% |
| Admin fee / account holder | $151 | $245-38.3% | $3,994-96.2% | $433-65.1% |