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 | $108,231 |
TRG INVESTMENT ADVISORS, LLC2 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $41,683 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,625 | $47,163-32.9% | $149,696-78.9% | $74,460-57.5% |
| Participation rate | 97.0% | 63.4%+33.5pp | 78.8%+18.2pp | 70.7%+26.2pp |
| Annual return | 12.13% | 22.75%-10.6pp | 134.46%-122.3pp | 34.38%-22.2pp |
| Employer contribution / active EE | $1,513 | $1,907-20.7% | $4,821-68.6% | $2,638-42.7% |
| Participant deferral / active EE | $2,408 | $2,730-11.8% | $5,682-57.6% | $4,530-46.8% |
| Admin fee / account holder | $171 | $343-50.0% | $13,212-98.7% | $348-50.7% |