See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,176 |
ALLWORTH FINANCIAL3 years Service code 27 · EIN 68-0372662 | Advisory (Plan) | $26,169 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY Service code 13 · EIN 82-1371994 | Contract Administrator | $10,011 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $9,500 |
LATITUDE SERVICE COMPANY INC5+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 | Contract Administrator | $6,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,879 | $76,670-14.1% | $96,683-31.9% | $71,457-7.8% |
| Participation rate | 94.5% | 66.6%+27.9pp | 74.3%+20.1pp | 67.9%+26.6pp |
| Annual return | 16.01% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $9,732 | $3,031+221.0% | $3,737+160.4% | $2,588+276.1% |
| Participant deferral / active EE | $3,650 | $3,771-3.2% | $4,878-25.2% | $4,289-14.9% |
| Admin fee / account holder | $313 | $2,028-84.6% | $6,730-95.4% | $1,587-80.3% |