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 | $62,596 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,655 |
Filed as: WILSHIRE ADVISORS LLC 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 | $104,071 | $43,496+139.3% | $161,489-35.6% | $64,340+61.8% |
| Participation rate | 76.1% | 53.5%+22.5pp | 78.7%-2.6pp | 55.2%+20.8pp |
| Annual return | 13.65% | 20.76%-7.1pp | 89.72%-76.1pp | 24.14%-10.5pp |
| Employer contribution / active EE | $4,275 | $1,431+198.8% | $4,268+0.2% | $1,862+129.6% |
| Participant deferral / active EE | $4,698 | $1,996+135.4% | $5,630-16.5% | $2,980+57.6% |
| Admin fee / account holder | $16 | $2,330-99.3% | $16,006-99.9% | $3,703-99.6% |