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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,883 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,120 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $4,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,006 | $83,369+108.7% | $105,223+65.4% | $67,986+155.9% |
| Participation rate | 95.7% | 56.3%+39.4pp | 75.0%+20.7pp | 57.2%+38.5pp |
| Annual return | 14.37% | 24.64%-10.3pp | 180.65%-166.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,652 | $2,541-35.0% | $3,689-55.2% | $2,019-18.2% |
| Participant deferral / active EE | $8,701 | $3,295+164.0% | $5,072+71.6% | $3,358+159.1% |
| Admin fee / account holder | $295 | $4,073-92.8% | $8,859-96.7% | $3,203-90.8% |