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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $188,504 |
RSM US LLP1 year Filed as: RSM US, LLP Service code 10 151 WEST 42ND STREET, FLOORS 18-20 · NEW YORK CITY, NY 10036 | Accounting | $28,928 |
LARSON & COMPANY, PC1 year Filed as: LARSON & COMPANY P.C. Service code 10 11240 S. RIVER HEIGHTS DR · SOUTH JORDAN, UT 84095 | Accounting | $24,000 |
PAUL HASTINGS LLP1 year Filed as: PAUL HASTINGS, LLP Service code 29 4747 EXECUTIVE DRIVE,12TH FLOOR · SAN DIEGO, CA 92121 | Legal | $21,926 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $176,120-100.0% | $159,487-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 12.01% | 331.95%-319.9pp | 263.71%-251.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |