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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,530 |
BSP CONSULTING2+ years Service code 49 · EIN 26-1145434 | Other Services | $0 |
DANIEL H. COOK ASSOCIATES, INC2+ years Filed as: DANIEL GOLDBERG Service code 49 17852 N US HWY 41 · LUTZ, FL 335494502 | Other Services | $0 |
MARK NARDELLA2+ years Filed as: MARK D. SCHEIDTER Service code 49 13059 W LINEBAUGH AVE · TAMPA, FL 336264473 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,570 | $107,378-60.4% | $108,582-60.8% | $57,658-26.2% |
| Participation rate | 48.4% | 77.1%-28.7pp | 79.6%-31.2pp | 70.2%-21.8pp |
| Annual return | 6.98% | 12.80%-5.8pp | -51.70%+58.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,248 | $1,782-29.9% | $3,758-66.8% | $1,974-36.8% |
| Participant deferral / active EE | $2,326 | $3,221-27.8% | $4,311-46.1% | $3,061-24.0% |
| Admin fee / account holder | $198 | $108+82.4% | $7,645-97.4% | $95+109.3% |