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 | $112,646 |
ROCKEFELLER FINANCIAL LLC4 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $35,836 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $45,202 | $69,771-35.2% | $67,524-33.1% | $74,400-39.2% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.2pp |
| Annual return | 16.79% | -40.49%+57.3pp | 3519.41%-3502.6pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $2,076 | $2,710-23.4% | $2,734-24.1% | $2,624-20.9% |
| Participant deferral / active EE | $4,835 | $3,638+32.9% | $4,001+20.8% | $4,348+11.2% |
| Admin fee / account holder | $306 | $889-65.6% | $4,001-92.4% | $1,944-84.3% |