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 | $96,960 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,571 |
FOSTER, MONTIE D.3+ years Service code 49 7077 BONNEVAL RD STE 380 · JACKSONVILLE, FL 322166055 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,705 | $38,833-72.4% | $78,778-86.4% | $77,958-86.3% |
| Participation rate | 79.0% | 60.9%+18.1pp | 69.2%+9.9pp | 71.6%+7.4pp |
| Annual return | 32.57% | 20.31%+12.3pp | 35.62%-3.1pp | 20.87%+11.7pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,713 | $1,776-3.5% | $2,958-42.1% | $3,537-51.6% |
| Admin fee / account holder | $48 | $89-46.3% | $5,134-99.1% | $97-50.9% |