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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,049 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $8,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,751 | $25,165-45.4% | $73,550-81.3% | $77,958-82.4% |
| Participation rate | 15.4% | 36.6%-21.2pp | 54.9%-39.5pp | 71.6%-56.2pp |
| Annual return | 14.82% | 18.12%-3.3pp | -15.16%+30.0pp | 20.87%-6.1pp |
| Employer contribution / active EE | $114 | $395-71.3% | $1,219-90.7% | $2,310-95.1% |
| Participant deferral / active EE | $283 | $898-68.5% | $1,804-84.3% | $3,537-92.0% |
| Admin fee / account holder | $97 | $76+28.4% | $2,320-95.8% | $97-0.1% |