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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,275 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $53,231 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $57,673 | $104,336-44.7% | $159,495-63.8% | $86,828-33.6% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.8%+11.7pp | 72.3%+22.3pp |
| Annual return | 23.12% | 26.32%-3.2pp | 263.72%-240.6pp | 97.95%-74.8pp |
| Employer contribution / active EE | $5,853 | $3,451+69.6% | $4,831+21.1% | $2,406+143.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $211 | $172+22.3% | $10,804-98.0% | $170+24.2% |