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 | $5,883 |
BURLEIGH CONSULTING GROUP1+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 | Contract Administrator | $5,287 |
CARNEY ROY AND GERROL PC1+ years Filed as: CARNEY, COREY Service code 49 109 WESTPARK DR., STE. 430 · BRENTWOOD, TN 370275032 | Other Services | $1,642 |
PEVAHOUSE, MATTHEW1+ years Service code 49 · EIN 41-0571904 | Other Services | $1,642 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,516 | $71,802-65.9% | $133,975-81.7% | $57,658-57.5% |
| Participation rate | 42.3% | 85.5%-43.2pp | 87.1%-44.8pp | 70.2%-27.9pp |
| Annual return | 22.61% | 13.51%+9.1pp | 29.29%-6.7pp | 5.13%+17.5pp |
| Employer contribution / active EE | $795 | $3,161-74.9% | $5,211-84.8% | $1,974-59.7% |
| Participant deferral / active EE | $2,866 | $4,606-37.8% | $6,282-54.4% | $3,061-6.4% |
| Admin fee / account holder | $57 | $88-34.7% | $9,324-99.4% | $95-39.4% |