Filed November 3, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $260,842 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $24,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,792 | $99,314-43.8% | $178,540-68.8% | $99,314-43.8% |
| Participation rate | 39.4% | 71.7%-32.3pp | 77.1%-37.7pp | 71.7%-32.3pp |
| Annual return | 17.12% | 17.67%-0.6pp | 27.15%-10.0pp | 17.67%-0.6pp |
| Employer contribution / active EE | $707 | $3,264-78.4% | $3,953-82.1% | $3,264-78.4% |
| Participant deferral / active EE | $2,064 | $5,346-61.4% | $6,281-67.1% | $5,346-61.4% |
| Admin fee / account holder | $105 | $109-4.2% | $10,424-99.0% | $109-4.2% |