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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,889 |
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $51,379 |
BURLEIGH CONSULTING GROUP4 years Service code 13 · EIN 62-0842964 | Contract Administrator | $11,680 |
BURLEIGH CONSULTING GROUP5 years Filed as: BURLEIGH CONSULTING GROUP INC Service code 13 | Contract Administrator | $6,049 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,924 | $111,491-55.2% | $189,537-73.7% | $86,821-42.5% |
| Participation rate | 58.5% | 87.3%-28.9pp | 87.8%-29.3pp | 72.3%-13.8pp |
| Annual return | 20.97% | 83.50%-62.5pp | 555.34%-534.4pp | 97.94%-77.0pp |
| Employer contribution / active EE | $1,231 | $3,951-68.8% | $6,161-80.0% | $2,406-48.8% |
| Participant deferral / active EE | $5,160 | $6,437-19.8% | $8,220-37.2% | $4,132+24.9% |
| Admin fee / account holder | $417 | $189+120.7% | $12,048-96.5% | $170+145.6% |