Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $14,581 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 1250 S CAPITAL OF TEXAS · W LAKE HILLS, TX 787466446 | Other Services | $7,164 |
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.
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 | $17,200 | $41,854-58.9% | $73,836-76.7% | $52,331-67.1% |
| Participation rate | 51.9% | 66.2%-14.3pp | 73.4%-21.5pp | 68.1%-16.2pp |
| Annual return | -2.05% | 2.11%-4.2pp | 2268.06%-2270.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $847 | $1,920-55.9% | $2,787-69.6% | $1,882-55.0% |
| Participant deferral / active EE | $976 | $2,498-60.9% | $3,583-72.8% | $3,022-67.7% |
| Admin fee / account holder | $103 | $493-79.2% | $4,882-97.9% | $592-82.6% |