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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,032 |
401(K) ADVISORS INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $101,549 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,541 | $50,458+83.4% | $160,009-42.2% | $64,819+42.8% |
| Participation rate | 98.9% | 68.0%+30.9pp | 78.0%+21.0pp | 71.5%+27.5pp |
| Annual return | -17.14% | -13.42%-3.7pp | 408.85%-426.0pp | 32.84%-50.0pp |
| Employer contribution / active EE | $3,456 | $1,722+100.7% | $4,225-18.2% | $2,507+37.8% |
| Participant deferral / active EE | $10,730 | $4,004+168.0% | $6,183+73.5% | $4,311+148.9% |
| Admin fee / account holder | $433 | $706-38.7% | $8,715-95.0% | $188+130.5% |