Filed February 26, 2020 (most recent of 2 filings on file)
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 | $25,080 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $20,024 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,811 | $46,332-24.9% | $143,799-75.8% | $64,819-46.3% |
| Participation rate | 81.9% | 64.2%+17.6pp | 80.3%+1.6pp | 71.5%+10.4pp |
| Annual return | -13.49% | -10.05%-3.4pp | -0.04%-13.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $857 | $1,911-55.2% | $4,952-82.7% | $2,507-65.8% |
| Participant deferral / active EE | $2,192 | $2,647-17.2% | $5,638-61.1% | $4,311-49.1% |
| Admin fee / account holder | $51 | $154-66.6% | $14,677-99.6% | $188-72.6% |