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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,792 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,269 | $81,948-20.4% | $90,766-28.1% | $64,824+0.7% |
| Participation rate | 93.3% | 80.5%+12.9pp | 75.7%+17.6pp | 71.5%+21.9pp |
| Annual return | -15.79% | -12.53%-3.3pp | -12.16%-3.6pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,667 | $3,067-45.6% | $2,922-42.9% | $2,507-33.5% |
| Participant deferral / active EE | $4,692 | $4,844-3.1% | $4,565+2.8% | $4,311+8.8% |
| Admin fee / account holder | $42 | $157-73.0% | $8,446-99.5% | $188-77.4% |