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 | $381,071 |
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $96,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,102 | $110,258-34.6% | $102,460-29.6% | $200,096-64.0% |
| Participation rate | 97.4% | 86.3%+11.1pp | 76.5%+20.9pp | 72.0%+25.4pp |
| Annual return | 13.69% | 35.78%-22.1pp | 29.47%-15.8pp | 34.26%-20.6pp |
| Employer contribution / active EE | $1,911 | $3,605-47.0% | $3,025-36.8% | $3,038-37.1% |
| Participant deferral / active EE | $3,911 | $6,377-38.7% | $5,056-22.6% | $5,090-23.2% |
| Admin fee / account holder | $151 | $122+23.9% | $9,460-98.4% | $269-43.7% |