Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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 | $14,150 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $8,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,851 | $40,435-70.7% | $80,648-85.3% | $74,473-84.1% |
| Participation rate | 18.4% | 47.4%-29.0pp | 67.0%-48.6pp | 70.7%-52.3pp |
| Annual return | 160.61% | 165.22%-4.6pp | 937.21%-776.6pp | 34.36%+126.3pp |
| Employer contribution / active EE | $539 | $1,498-64.0% | $2,724-80.2% | $2,638-79.6% |
| Participant deferral / active EE | $930 | $2,673-65.2% | $4,443-79.1% | $4,530-79.5% |
| Admin fee / account holder | $181 | $721-74.8% | $5,382-96.6% | $347-47.7% |