Filed March 11, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $57,699 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,468 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,935 | $88,515-2.9% | $162,185-47.0% | $67,582+27.2% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.7pp | 71.3%+28.0pp |
| Annual return | 6.73% | 27.04%-20.3pp | 115.61%-108.9pp | 378.57%-371.8pp |
| Employer contribution / active EE | $673 | $3,563-81.1% | $5,613-88.0% | $2,148-68.7% |
| Participant deferral / active EE | $2,141 | $5,724-62.6% | $7,297-70.7% | $3,539-39.5% |
| Admin fee / account holder | $126 | $124+1.8% | $10,844-98.8% | $142-11.5% |