Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,541 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,543 | $71,878-25.5% | $86,698-38.2% | $68,486-21.8% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -17.45% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,206 | $2,173-44.5% | $2,837-57.5% | $2,597-53.6% |
| Participant deferral / active EE | $5,148 | $3,779+36.2% | $4,656+10.6% | $4,028+27.8% |
| Admin fee / account holder | $308 | $6,113-95.0% | $7,493-95.9% | $5,404-94.3% |