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 |
|---|---|---|
LUCCA, ROBERT A.2+ years Service code 49 2355 E CAMELBACK RD · PHOENIX, AZ 850169040 | Other Services | $17,215 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,520 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | 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.
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 | $28,099 | $39,859-29.5% | $78,676-64.3% | $57,658-51.3% |
| Participation rate | 29.3% | 66.1%-36.8pp | 73.6%-44.3pp | 70.2%-41.0pp |
| Annual return | 5.71% | 18.96%-13.3pp | 62.19%-56.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $250 | $1,786-86.0% | $2,850-91.2% | $1,974-87.3% |
| Participant deferral / active EE | $891 | $2,248-60.4% | $3,517-74.7% | $3,061-70.9% |
| Admin fee / account holder | $80 | $76+4.4% | $4,510-98.2% | $95-15.9% |