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 | $1,275 |
PROEQUITIES INC2+ years Service code 49 · EIN 63-0879387 | Other Services | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,768 | $32,085-4.1% | $40,145,923-99.9% | $57,658-46.6% |
| Participation rate | 43.0% | 66.0%-22.9pp | 68.4%-25.4pp | 70.2%-27.2pp |
| Annual return | 5.63% | 9.60%-4.0pp | 5.24%+0.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $287 | $1,179-75.7% | $1,844-84.4% | $1,974-85.5% |
| Participant deferral / active EE | $794 | $1,957-59.4% | $2,591-69.4% | $3,061-74.1% |
| Admin fee / account holder | $9 | $75-87.4% | $2,903-99.7% | $95-90.0% |