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 |
|---|---|---|
JJB HILLIARD W L LYONS LLC4+ years Service code 49 · EIN 26-2333067 | Other Services | $40,055 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,818 | $45,382-27.7% | $154,108-78.7% | $75,289-56.4% |
| Participation rate | 64.1% | 65.9%-1.8pp | 83.0%-18.9pp | 72.4%-8.3pp |
| Annual return | -4.60% | -0.47%-4.1pp | 735.21%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,316 | $1,533-14.2% | $5,298-75.2% | $2,405-45.3% |
| Participant deferral / active EE | $2,462 | $2,384+3.3% | $5,081-51.5% | $3,739-34.2% |
| Admin fee / account holder | $12 | $89-86.3% | $13,411-99.9% | $102-88.1% |