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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,839 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $8,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,141 | $29,516-65.6% | $77,552-86.9% | $90,274-88.8% |
| Participation rate | 30.8% | 33.7%-2.9pp | 54.2%-23.4pp | 73.4%-42.6pp |
| Annual return | 23.54% | 231.18%-207.6pp | 54.82%-31.3pp | 53.97%-30.4pp |
| Employer contribution / active EE | $209 | $381-45.2% | $987-78.9% | $2,523-91.7% |
| Participant deferral / active EE | $365 | $944-61.3% | $1,861-80.4% | $4,231-91.4% |
| Admin fee / account holder | $99 | $106-6.6% | $2,859-96.5% | $114-13.3% |