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 |
|---|---|---|
Filed as: PRINICIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $9,174 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,562 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $732 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,485 | $73,404+120.0% | $87,102+85.4% | $67,579+139.0% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.9%+19.4pp | 71.3%+25.0pp |
| Annual return | 24.72% | 48.29%-23.6pp | 28.19%-3.5pp | 378.56%-353.8pp |
| Employer contribution / active EE | $4,007 | $2,014+99.0% | $2,521+58.9% | $2,148+86.6% |
| Participant deferral / active EE | $20,653 | $3,913+427.9% | $4,048+410.2% | $3,539+483.5% |
| Admin fee / account holder | $18 | $142-87.6% | $7,491-99.8% | $142-87.6% |