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 | $118,254 |
401(K) ADVISORS INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $64,485 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,133 | $62,688+120.4% | $178,528-22.6% | $77,714+77.7% |
| Participation rate | 98.0% | 66.9%+31.2pp | 77.1%+20.9pp | 70.6%+27.5pp |
| Annual return | 21.39% | 16.16%+5.2pp | 27.11%-5.7pp | 31.26%-9.9pp |
| Employer contribution / active EE | $8,598 | $1,912+349.8% | $3,950+117.6% | $2,727+215.3% |
| Participant deferral / active EE | $13,625 | $4,224+222.6% | $6,278+117.0% | $4,649+193.1% |
| Admin fee / account holder | $296 | $386-23.4% | $10,419-97.2% | $433-31.8% |