Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,617 |
M HOLDINGS SECURITIES INC1+ years Service code 49 · EIN 91-1802259 | Other Services | $12,937 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,248 | $42,546-3.1% | $71,796-42.5% | $55,167-25.2% |
| Participation rate | 55.1% | 59.1%-4.0pp | 69.1%-14.0pp | 69.0%-13.9pp |
| Annual return | -27.90% | 12.36%-40.3pp | 78.04%-105.9pp | 169.23%-197.1pp |
| Employer contribution / active EE | $180 | $803-77.6% | $1,924-90.7% | $1,963-90.8% |
| Participant deferral / active EE | $2,778 | $2,064+34.6% | $2,794-0.6% | $3,054-9.0% |
| Admin fee / account holder | $299 | $650-54.0% | $4,815-93.8% | $504-40.7% |