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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,933 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $4,499 |
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 | $25,642 | $52,961-51.6% | $172,752-85.2% | $65,185-60.7% |
| Participation rate | 75.9% | 66.2%+9.7pp | 82.6%-6.7pp | 70.2%+5.7pp |
| Annual return | 19.41% | 30.12%-10.7pp | 802.97%-783.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,338 | $2,190-38.9% | $5,144-74.0% | $2,177-38.5% |
| Participant deferral / active EE | $1,070 | $2,471-56.7% | $5,198-79.4% | $3,514-69.5% |
| Admin fee / account holder | $94 | $472-80.0% | $13,955-99.3% | $847-88.9% |