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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,812 |
AVANTAX INSURANCE AGENCY LLC3 years Service code 49 · EIN 75-2787410 | Other Services | $20,954 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 · EIN 72-1450587 | Contract Administrator | $11,091 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP LLC Service code 13 | Contract Administrator | $5,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,751 | $49,451+14.8% | $79,580-28.7% | $66,938-15.2% |
| Participation rate | 70.3% | 61.3%+8.9pp | 69.5%+0.8pp | 69.8%+0.4pp |
| Annual return | -17.23% | 84.25%-101.5pp | 0.15%-17.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,359 | $1,266+86.4% | $2,413-2.2% | $2,545-7.3% |
| Participant deferral / active EE | $4,152 | $3,159+31.5% | $3,985+4.2% | $4,238-2.0% |
| Admin fee / account holder | $375 | $595-36.9% | $6,835-94.5% | $594-36.8% |