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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,928 |
FINANCIAL COUNSELING2 years Service code 27 · EIN 84-1220742 | Advisory (Plan) | $29,864 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $4,824 |
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 | $72,482 | $64,176+12.9% | $112,263-35.4% | $66,949+8.3% |
| Participation rate | 83.4% | 68.4%+15.0pp | 75.1%+8.4pp | 69.8%+13.6pp |
| Annual return | -15.84% | -13.80%-2.0pp | 27.49%-43.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,683 | $3,007-10.8% | $3,636-26.2% | $2,545+5.4% |
| Participant deferral / active EE | $4,566 | $3,694+23.6% | $4,729-3.5% | $4,239+7.7% |
| Admin fee / account holder | $388 | $626-38.0% | $6,410-94.0% | $594-34.7% |