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 | $129,562 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,661 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,559 | $40,113-71.2% | $84,021-86.2% | $77,775-85.1% |
| Participation rate | 85.6% | 62.8%+22.8pp | 69.0%+16.6pp | 73.2%+12.4pp |
| Annual return | 21.83% | 23.27%-1.4pp | 71.32%-49.5pp | 32.58%-10.7pp |
| Employer contribution / active EE | $0 | $847-100.0% | $1,984-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,870 | $2,030-7.9% | $3,239-42.3% | $3,966-52.9% |
| Admin fee / account holder | $60 | $92-34.5% | $6,102-99.0% | $100-40.1% |