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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $18,191 |
RPA FINANCIAL, LLC3 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $17,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,659 | $74,706-36.2% | $75,714-37.1% | $79,391-40.0% |
| Participation rate | 63.8% | 75.3%-11.6pp | 74.8%-11.0pp | 70.7%-6.9pp |
| Annual return | 26.72% | 18.52%+8.2pp | 104.62%-77.9pp | 116.88%-90.2pp |
| Employer contribution / active EE | $1,376 | $2,590-46.9% | $2,744-49.9% | $2,428-43.3% |
| Participant deferral / active EE | $2,765 | $3,533-21.7% | $3,820-27.6% | $4,046-31.7% |
| Admin fee / account holder | $413 | $374+10.4% | $3,619-88.6% | $627-34.0% |