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 | $75,915 |
Filed as: AGGREGATE RETIREMENT SOL Service code 13 · EIN 47-1910179 | Contract Administrator | $26,115 |
PAPILLON PRINTING, LLC1 year Filed as: PAPILLON PRINTING Service code 13 · EIN 81-3183995 | Contract Administrator | $16,048 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 | Contract Administrator | $9,299 |
Filed as: KESTRA ADVISORY SERVICES REP CODE B Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,000 |
Filed as: SIDE BY SIDE FINANCIALS, INC Service code 13 · EIN 27-3232902 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,602 | $25,165-61.8% | $73,550-86.9% | $77,958-87.7% |
| Participation rate | 86.5% | 36.6%+49.9pp | 54.9%+31.5pp | 71.6%+14.8pp |
| Annual return | 15.93% | 18.12%-2.2pp | -15.16%+31.1pp | 20.87%-4.9pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $555 | $898-38.2% | $1,804-69.2% | $3,537-84.3% |
| Admin fee / account holder | $85 | $76+11.8% | $2,320-96.3% | $97-13.1% |