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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,600 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,055 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 | Contract Administrator | $8,171 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $8,171 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,671 | $84,493-45.9% | $125,381-63.6% | $66,938-31.8% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -10.04% | -8.49%-1.5pp | 572.31%-582.3pp | 1.58%-11.6pp |
| Employer contribution / active EE | $4,349 | $3,554+22.4% | $4,815-9.7% | $2,545+70.9% |
| Participant deferral / active EE | $8,169 | $6,783+20.4% | $7,448+9.7% | $4,238+92.7% |
| Admin fee / account holder | $356 | $685-48.0% | $10,007-96.4% | $594-40.0% |