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 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,966 | $55,446-4.5% | $155,574-66.0% | $74,429-28.8% |
| Participation rate | 53.7% | 61.9%-8.2pp | 78.2%-24.5pp | 67.2%-13.5pp |
| Annual return | 32.47% | 269.20%-236.7pp | 64.87%-32.4pp | 1368.38%-1335.9pp |
| Employer contribution / active EE | $1,334 | $2,266-41.1% | $4,676-71.5% | $2,625-49.2% |
| Participant deferral / active EE | $3,070 | $2,836+8.3% | $5,629-45.5% | $4,348-29.4% |
| Admin fee / account holder | $302 | $1,743-82.7% | $15,914-98.1% | $1,944-84.5% |