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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,957 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $10,303 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,699 | $79,181-42.3% | $102,423-55.4% | $74,429-38.6% |
| Participation rate | 82.1% | 74.8%+7.4pp | 76.5%+5.6pp | 67.2%+14.9pp |
| Annual return | 11.56% | 54.97%-43.4pp | 29.42%-17.9pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,558 | $2,362-34.0% | $3,023-48.5% | $2,625-40.6% |
| Participant deferral / active EE | $2,942 | $4,416-33.4% | $5,054-41.8% | $4,348-32.4% |
| Admin fee / account holder | $166 | $2,002-91.7% | $9,455-98.2% | $1,944-91.4% |