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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,940 |
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,613 |
MORNINGSTAR2 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,489 | $54,729+12.4% | $86,235-28.7% | $71,529-14.0% |
| Participation rate | 85.3% | 60.1%+25.2pp | 69.0%+16.3pp | 67.9%+17.3pp |
| Annual return | 19.41% | 20.07%-0.7pp | 1170.03%-1150.6pp | 28.97%-9.6pp |
| Employer contribution / active EE | $1,747 | $1,267+37.9% | $2,381-26.6% | $2,590-32.5% |
| Participant deferral / active EE | $4,208 | $3,110+35.3% | $3,987+5.5% | $4,291-2.0% |
| Admin fee / account holder | $293 | $1,921-84.8% | $6,856-95.7% | $1,588-81.6% |