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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,413 |
NOONE, PETER2+ years Service code 49 520 PIKE ST STE 1400 · SEATTLE, WA 981014017 | Other Services | $17,602 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,543 | $80,177-75.6% | $123,894-84.2% | $57,658-66.1% |
| Participation rate | 98.2% | 74.4%+23.8pp | 81.4%+16.8pp | 70.2%+28.0pp |
| Annual return | 35.18% | 17.90%+17.3pp | 47.52%-12.3pp | 5.13%+30.0pp |
| Employer contribution / active EE | $834 | $2,913-71.4% | $4,617-81.9% | $1,974-57.7% |
| Participant deferral / active EE | $5,689 | $5,130+10.9% | $5,984-4.9% | $3,061+85.9% |
| Admin fee / account holder | $104 | $106-1.8% | $8,357-98.8% | $95+10.4% |