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 | $156,715 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $48,111 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,896 | $106,110-17.2% | $147,005-40.2% | $77,671+13.2% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 14.66% | 56.77%-42.1pp | 418.76%-404.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $3,431 | $4,065-15.6% | $4,934-30.5% | $2,726+25.9% |
| Participant deferral / active EE | $9,596 | $7,992+20.1% | $8,070+18.9% | $4,648+106.5% |
| Admin fee / account holder | $296 | $338-12.3% | $13,006-97.7% | $430-31.2% |