Filed January 2, 2019
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,127 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $23,030 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,124 | $81,494+53.5% | $133,978-6.6% | $73,497+70.2% |
| Participation rate | 97.9% | 76.4%+21.5pp | 79.8%+18.1pp | 70.7%+27.2pp |
| Annual return | 16.28% | 19.40%-3.1pp | 45.10%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,825 | $2,210-17.4% | $3,919-53.4% | $2,270-19.6% |
| Participant deferral / active EE | $4,201 | $3,787+10.9% | $5,047-16.8% | $3,740+12.3% |
| Admin fee / account holder | $363 | $713-49.1% | $8,930-95.9% | $513-29.2% |