Filed October 29, 2018
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 | $64,883 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $19,603 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,239 | $45,343+50.5% | $150,298-54.6% | $67,986+0.4% |
| Participation rate | 88.1% | 51.9%+36.3pp | 77.8%+10.4pp | 57.2%+30.9pp |
| Annual return | 12.10% | 33.28%-21.2pp | 62.79%-50.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,469 | $1,462+0.5% | $4,154-64.6% | $2,019-27.2% |
| Participant deferral / active EE | $4,335 | $2,055+111.0% | $5,453-20.5% | $3,358+29.1% |
| Admin fee / account holder | $237 | $2,250-89.5% | $14,116-98.3% | $3,203-92.6% |