Filed May 21, 2026 (most recent of 2 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,368 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $49,487 | $60,795-18.6% | $69,461-28.8% | $65,185-24.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 4.96% | 17.46%-12.5pp | 28.97%-24.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $2,415 | $2,452-1.5% | $2,779-13.1% | $2,177+10.9% |
| Participant deferral / active EE | $5,386 | $3,162+70.4% | $3,536+52.3% | $3,514+53.3% |
| Admin fee / account holder | $96 | $314-69.2% | $3,840-97.5% | $847-88.6% |