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 |
|---|---|---|
RUTLAND, JOSEPH R.1 year Service code 49 722 GRANVILLE DR. · WINTER PARK, FL 32789 | Other Services | $5,950 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,727 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,140 | $46,732-14.1% | $156,551-74.4% | $55,167-27.2% |
| Participation rate | 52.6% | 65.8%-13.2pp | 84.0%-31.4pp | 69.0%-16.4pp |
| Annual return | 5.51% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $558 | $2,105-73.5% | $5,501-89.9% | $1,963-71.6% |
| Participant deferral / active EE | $1,842 | $2,204-16.4% | $4,871-62.2% | $3,054-39.7% |
| Admin fee / account holder | $40 | $418-90.4% | $13,028-99.7% | $504-92.0% |