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 | $136,256 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $67,262 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,160 | $106,247+2.7% | $147,096-25.8% | $77,714+40.5% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.2pp | 70.6%+27.7pp |
| Annual return | 10.25% | 56.87%-46.6pp | 419.75%-409.5pp | 31.26%-21.0pp |
| Employer contribution / active EE | $3,209 | $4,069-21.1% | $4,936-35.0% | $2,727+17.7% |
| Participant deferral / active EE | $11,386 | $7,996+42.4% | $8,071+41.1% | $4,649+144.9% |
| Admin fee / account holder | $197 | $338-41.9% | $13,005-98.5% | $433-54.6% |