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 | $5,278 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,111 | $60,545-48.6% | $92,240-66.3% | $69,631-55.3% |
| Participation rate | 81.1% | 72.2%+9.0pp | 76.5%+4.7pp | 70.7%+10.5pp |
| Annual return | 15.60% | 19.71%-4.1pp | 176.29%-160.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $130 | $2,633-95.1% | $3,680-96.5% | $2,032-93.6% |
| Participant deferral / active EE | $2,062 | $2,828-27.1% | $3,897-47.1% | $3,224-36.0% |
| Admin fee / account holder | $12 | $145-91.5% | $5,194-99.8% | $110-88.9% |