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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,378 |
ALLEN & COMPANY OF FLORIDA, INC.3+ years Filed as: ALLEN & CO OF FL INC Service code 49 · EIN 59-0913641 | Other Services | $10,358 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,586 | $44,873-29.6% | $79,466-60.3% | $56,287-43.9% |
| Participation rate | 96.8% | 68.7%+28.1pp | 73.3%+23.5pp | 69.9%+27.0pp |
| Annual return | 10.02% | 0.81%+9.2pp | 718.28%-708.3pp | -9.96%+20.0pp |
| Employer contribution / active EE | $1,555 | $2,140-27.3% | $2,800-44.5% | $2,111-26.3% |
| Participant deferral / active EE | $1,647 | $2,746-40.0% | $3,704-55.5% | $3,350-50.8% |
| Admin fee / account holder | $141 | $418-66.3% | $5,104-97.2% | $521-72.9% |