See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,239,993 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,299 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $62,713 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 98-0095901 | Accounting | $37,360 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC. Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,248 | $171,796-44.0% | $111,297-13.5% | $106,520-9.6% |
| Participation rate | 95.7% | 88.6%+7.1pp | 77.3%+18.4pp | 71.3%+24.4pp |
| Annual return | 15.72% | 18.62%-2.9pp | 54.65%-38.9pp | 19.28%-3.6pp |
| Employer contribution / active EE | $2,569 | $4,687-45.2% | $2,731-5.9% | $2,840-9.6% |
| Participant deferral / active EE | $4,417 | $7,845-43.7% | $4,487-1.6% | $4,948-10.7% |
| Admin fee / account holder | $85 | $69+21.9% | $7,964-98.9% | $75+13.5% |