Filed December 16, 2014
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 | $72,530 |
SIGMA FINANCIAL CORPORATION4 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $19,073 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,675 | $55,470-37.5% | $155,556-77.7% | $74,478-53.4% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.5pp | 67.2%+13.5pp |
| Annual return | 11.11% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,943 | $2,267-14.3% | $4,675-58.4% | $2,626-26.0% |
| Participant deferral / active EE | $2,664 | $2,838-6.1% | $5,631-52.7% | $4,350-38.8% |
| Admin fee / account holder | $338 | $1,744-80.6% | $15,885-97.9% | $1,946-82.6% |