Filed July 19, 2023
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,639 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,822 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $11,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,089 | $155,795-83.3% | $136,298-80.9% | $69,631-62.5% |
| Participation rate | 71.0% | 75.2%-4.3pp | 81.9%-11.0pp | 70.7%+0.3pp |
| Annual return | 19.08% | 232464.33%-232445.3pp | 5156.27%-5137.2pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $71 | $2,991-97.6% | $4,696-98.5% | $2,032-96.5% |
| Participant deferral / active EE | $1,421 | $5,394-73.7% | $6,247-77.3% | $3,224-55.9% |
| Admin fee / account holder | $171 | $128+33.6% | $9,244-98.1% | $110+55.1% |