Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $39,373 |
Service code 15 · EIN 26-3148951 111 N. POST STREET · SPOKANE, WA 99201 | Recordkeeping | $20,588 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 601 W RIVERSIDE AVENUE, SUITE 1950 · SPOKANE, WA 99201 | Accounting | $17,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,724 | $54,679-27.4% | $76,119-47.8% | $74,459-46.7% |
| Participation rate | 99.1% | 60.3%+38.8pp | 69.1%+30.1pp | 67.2%+31.9pp |
| Annual return | 18.97% | 31.90%-12.9pp | 361.25%-342.3pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $2,287 | $1,781+28.4% | $2,693-15.0% | $2,626-12.9% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $305 | $2,238-86.4% | $6,421-95.2% | $1,945-84.3% |