Filed December 13, 2016
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 | $80,595 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $31,855 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $11,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,933 | $99,168-33.5% | $96,576-31.7% | $74,440-11.4% |
| Participation rate | 98.1% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.3pp |
| Annual return | 17.91% | 22.40%-4.5pp | 25.87%-8.0pp | 34.37%-16.5pp |
| Employer contribution / active EE | $1,498 | $2,570-41.7% | $2,965-49.5% | $2,638-43.2% |
| Participant deferral / active EE | $5,076 | $4,936+2.8% | $4,851+4.6% | $4,529+12.1% |
| Admin fee / account holder | $165 | $225-26.7% | $8,253-98.0% | $348-52.6% |