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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,628 |
STAHL & ASSOCIATES3+ years Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,903 | $66,302-30.8% | $110,243-58.4% | $56,289-18.5% |
| Participation rate | 99.3% | 74.9%+24.4pp | 79.8%+19.5pp | 69.9%+29.5pp |
| Annual return | 7.01% | -1.18%+8.2pp | 314.76%-307.7pp | -9.96%+17.0pp |
| Employer contribution / active EE | $3,000 | $2,047+46.5% | $3,827-21.6% | $2,111+42.1% |
| Participant deferral / active EE | $1,732 | $3,381-48.8% | $4,672-62.9% | $3,350-48.3% |
| Admin fee / account holder | $13 | $698-98.1% | $8,548-99.8% | $521-97.5% |