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 |
|---|---|---|
ALLSTATE FINANCIAL SERVICES LLC1+ years Service code 49 · EIN 47-0826838 | Other Services | $13,532 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,033 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,376 | $53,412-35.6% | $68,509-49.8% | $52,331-34.3% |
| Participation rate | 93.7% | 71.7%+22.0pp | 74.7%+18.9pp | 68.1%+25.6pp |
| Annual return | -0.16% | 3.42%-3.6pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,334 | $2,688-13.2% | $3,382-31.0% | $3,022-22.8% |
| Admin fee / account holder | $46 | $461-90.0% | $5,275-99.1% | $592-92.2% |