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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,922 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,553 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,361 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,535 | $105,200+40.2% | $159,474-7.5% | $85,847+71.9% |
| Participation rate | 90.5% | 75.8%+14.8pp | 82.8%+7.7pp | 69.3%+21.2pp |
| Annual return | 14.29% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $4,807 | $3,319+44.8% | $4,831-0.5% | $2,565+87.4% |
| Participant deferral / active EE | $6,477 | $5,946+8.9% | $7,353-11.9% | $3,952+63.9% |
| Admin fee / account holder | $625 | $6,934-91.0% | $10,802-94.2% | $6,261-90.0% |