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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,853 |
STAHL & ASSOCIATES6+ years Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,686 | $93,182-39.2% | $146,643-61.3% | $79,391-28.6% |
| Participation rate | 85.9% | 76.4%+9.5pp | 80.1%+5.8pp | 70.7%+15.2pp |
| Annual return | 36.73% | 21.61%+15.1pp | 22.75%+14.0pp | 116.88%-80.2pp |
| Employer contribution / active EE | $3,662 | $2,420+51.3% | $4,137-11.5% | $2,428+50.8% |
| Participant deferral / active EE | $1,563 | $4,169-62.5% | $5,506-71.6% | $4,046-61.4% |
| Admin fee / account holder | $9 | $585-98.4% | $10,280-99.9% | $627-98.5% |