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 | $40,159 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $36,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,805 | $46,332-24.9% | $143,797-75.8% | $64,824-46.3% |
| Participation rate | 68.4% | 64.2%+4.2pp | 80.3%-11.9pp | 71.5%-3.0pp |
| Annual return | -12.96% | -10.05%-2.9pp | -0.04%-12.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $1,641 | $1,911-14.1% | $4,952-66.9% | $2,507-34.6% |
| Participant deferral / active EE | $2,133 | $2,647-19.4% | $5,638-62.2% | $4,311-50.5% |
| Admin fee / account holder | $138 | $154-10.0% | $14,679-99.1% | $188-26.3% |