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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,592 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $18,442 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,790 | $76,696+69.2% | $96,515+34.5% | $71,511+81.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 4.39% | 48.32%-43.9pp | 35.73%-31.3pp | 28.86%-24.5pp |
| Employer contribution / active EE | $10,732 | $3,032+254.0% | $3,740+187.0% | $2,589+314.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $85 | $2,030-95.8% | $6,735-98.7% | $1,588-94.6% |