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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,167 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $5,855 |
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 | $20,357 | $47,977-57.6% | $154,111-86.8% | $56,287-63.8% |
| Participation rate | 72.3% | 66.2%+6.2pp | 83.0%-10.7pp | 69.9%+2.5pp |
| Annual return | -5.29% | 3.54%-8.8pp | 735.18%-740.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,213 | $2,169-44.1% | $5,298-77.1% | $2,111-42.5% |
| Participant deferral / active EE | $1,087 | $2,392-54.6% | $5,081-78.6% | $3,350-67.6% |
| Admin fee / account holder | $112 | $438-74.5% | $13,411-99.2% | $521-78.6% |