Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,147 |
MURRAY FINANCIAL GROUP1+ years Service code 27 | Advisory (Plan) | $15,913 |
GOLDLEAF PARTNERS1+ years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $10,239 |
GOLDLEAF PARTNERS1+ years Filed as: GOLDLEAF PARTNERS SERVICES, INC. Service code 13 | Contract Administrator | $2,153 |
MURRAY FINANCIAL GROUP1+ years Filed as: MURRAY FINANCIAL GROUP, LLC Service code 27 · EIN 45-0834412 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,740 | $52,293-35.5% | $178,499-81.1% | $73,412-54.0% |
| Participation rate | 28.3% | 65.3%-37.1pp | 81.9%-53.7pp | 72.2%-43.9pp |
| Annual return | 33.27% | 34.75%-1.5pp | 151.10%-117.8pp | 59.30%-26.0pp |
| Employer contribution / active EE | $242 | $1,735-86.1% | $5,011-95.2% | $2,234-89.2% |
| Participant deferral / active EE | $900 | $2,332-61.4% | $5,202-82.7% | $3,806-76.3% |
| Admin fee / account holder | $216 | $127+69.3% | $13,986-98.5% | $158+36.6% |