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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,973 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $30,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,046 | $65,125-13.9% | $143,797-61.0% | $66,949-16.3% |
| Participation rate | 83.1% | 65.2%+17.9pp | 80.3%+2.8pp | 69.8%+13.3pp |
| Annual return | -11.39% | -11.13%-0.3pp | -0.04%-11.3pp | 1.57%-13.0pp |
| Employer contribution / active EE | $1,469 | $2,362-37.8% | $4,952-70.3% | $2,545-42.3% |
| Participant deferral / active EE | $4,215 | $2,920+44.3% | $5,638-25.2% | $4,239-0.6% |
| Admin fee / account holder | $281 | $503-44.2% | $14,679-98.1% | $594-52.7% |