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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $40,882 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,817 |
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 | $113,816 | $42,548+167.5% | $74,551+52.7% | $56,289+102.2% |
| Participation rate | 97.5% | 60.5%+37.1pp | 69.1%+28.4pp | 69.9%+27.7pp |
| Annual return | -3.67% | 12.40%-16.1pp | 32.53%-36.2pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,028 | $855+137.2% | $1,961+3.4% | $2,111-3.9% |
| Participant deferral / active EE | $3,542 | $2,277+55.5% | $3,108+13.9% | $3,350+5.7% |
| Admin fee / account holder | $20 | $467-95.6% | $5,059-99.6% | $521-96.1% |