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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,570 |
Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $14,226 |
SIGMA FINANCIAL CORPORATION7+ years Service code 49 · EIN 38-2472555 | Other Services | $4,793 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,578 | $61,166-46.7% | $185,837-82.5% | $79,393-59.0% |
| Participation rate | 83.7% | 66.6%+17.1pp | 81.7%+2.0pp | 70.7%+13.0pp |
| Annual return | 14.56% | 19.45%-4.9pp | 122.08%-107.5pp | 116.87%-102.3pp |
| Employer contribution / active EE | $1,218 | $2,321-47.5% | $5,168-76.4% | $2,428-49.8% |
| Participant deferral / active EE | $1,635 | $2,789-41.4% | $5,568-70.6% | $4,046-59.6% |
| Admin fee / account holder | $247 | $710-65.1% | $16,241-98.5% | $627-60.5% |