See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,397 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $18,980 |
RELATION INSURANCE SERVICES3 years Filed as: RELATION INSURANCE SERVICES OF CALI Service code 13 · EIN 26-4823657 | Contract Administrator | $11,526 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 · EIN 74-2784194 | Other Services | $0 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,966 | $55,415-4.4% | $155,509-65.9% | $74,495-28.9% |
| Participation rate | 53.7% | 61.9%-8.2pp | 78.2%-24.4pp | 67.2%-13.5pp |
| Annual return | 32.47% | 268.50%-236.0pp | 64.67%-32.2pp | 1364.94%-1332.5pp |
| Employer contribution / active EE | $1,334 | $2,267-41.1% | $4,672-71.4% | $2,623-49.1% |
| Participant deferral / active EE | $3,070 | $2,836+8.3% | $5,626-45.4% | $4,346-29.4% |
| Admin fee / account holder | $302 | $1,738-82.6% | $15,912-98.1% | $1,942-84.4% |