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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,688 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,109 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,159 | $61,172+8.2% | $185,851-64.4% | $79,389-16.7% |
| Participation rate | 75.0% | 66.6%+8.4pp | 81.7%-6.7pp | 70.7%+4.3pp |
| Annual return | 25.89% | 19.45%+6.4pp | 122.11%-96.2pp | 116.89%-91.0pp |
| Employer contribution / active EE | $1,139 | $2,321-50.9% | $5,168-78.0% | $2,428-53.1% |
| Participant deferral / active EE | $1,319 | $2,788-52.7% | $5,569-76.3% | $4,046-67.4% |
| Admin fee / account holder | $22 | $710-96.9% | $16,245-99.9% | $626-96.5% |