Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $54,532 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,170 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,829 | $73,848-1.4% | $143,799-49.4% | $68,486+6.3% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -14.50% | 0.91%-15.4pp | -0.04%-14.5pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,507 | $3,184+10.1% | $4,952-29.2% | $2,597+35.1% |
| Participant deferral / active EE | $6,291 | $3,385+85.9% | $5,638+11.6% | $4,028+56.2% |
| Admin fee / account holder | $482 | $5,755-91.6% | $14,677-96.7% | $5,404-91.1% |