Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,486 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $22,049 |
Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Other Services | $3,902 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,640 | $89,652+50.2% | $141,197-4.6% | $65,186+106.5% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 13.15% | 32.79%-19.6pp | 71.41%-58.3pp | 29.39%-16.2pp |
| Employer contribution / active EE | $6,813 | $3,065+122.3% | $4,736+43.9% | $2,177+213.0% |
| Participant deferral / active EE | $5,546 | $5,691-2.6% | $6,710-17.4% | $3,514+57.8% |
| Admin fee / account holder | $300 | $569-47.3% | $10,265-97.1% | $847-64.6% |