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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 49 · EIN 91-0850651 | Other Services | $6,863 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $2,195 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,731 | $58,888-42.7% | $178,498-81.1% | $73,493-54.1% |
| Participation rate | 39.8% | 66.2%-26.4pp | 81.9%-42.1pp | 70.7%-30.8pp |
| Annual return | 18.42% | 24.86%-6.4pp | 151.09%-132.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $906 | $2,236-59.5% | $5,011-81.9% | $2,270-60.1% |
| Participant deferral / active EE | $2,038 | $2,568-20.6% | $5,202-60.8% | $3,740-45.5% |
| Admin fee / account holder | $31 | $400-92.3% | $13,985-99.8% | $513-94.0% |