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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,450 |
MAY & COMPANY LLP4+ years Filed as: MAY, KAREN L. Service code 49 5980 S MAIN ST STE 100 · CLARKSTON, MI 483462377 | Other Services | $1,967 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $30,707 | $58,093-47.1% | $80,022-61.6% | $56,287-45.4% |
| Participation rate | 93.3% | 73.6%+19.7pp | 75.8%+17.4pp | 69.9%+23.4pp |
| Annual return | -5.34% | 34.63%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $641 | $1,933-66.8% | $2,468-74.0% | $2,111-69.6% |
| Participant deferral / active EE | $2,855 | $3,136-9.0% | $3,686-22.5% | $3,350-14.8% |
| Admin fee / account holder | $187 | $623-69.9% | $6,521-97.1% | $521-64.0% |