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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,060 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,766 |
ALLEN & COMPANY OF FLORIDA, INC.5+ years Filed as: ALLEN & CO OF FL INC Service code 49 · EIN 59-0913641 | Other Services | $6,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,283 | $52,722-36.9% | $90,440-63.2% | $73,412-54.7% |
| Participation rate | 56.5% | 67.7%-11.2pp | 72.7%-16.2pp | 72.2%-15.7pp |
| Annual return | 4.70% | 20.70%-16.0pp | 1294.38%-1289.7pp | 59.30%-54.6pp |
| Employer contribution / active EE | $938 | $1,872-49.9% | $3,263-71.3% | $2,234-58.0% |
| Participant deferral / active EE | $1,180 | $2,810-58.0% | $3,964-70.2% | $3,806-69.0% |
| Admin fee / account holder | $195 | $117+66.8% | $5,615-96.5% | $158+23.5% |