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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,495 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,961 | $50,151-84.1% | $149,717-94.7% | $80,149-90.1% |
| Participation rate | 90.6% | 64.3%+26.3pp | 78.8%+11.8pp | 72.9%+17.7pp |
| Annual return | 13.55% | 29.80%-16.3pp | 134.41%-120.9pp | 40.39%-26.8pp |
| Employer contribution / active EE | $444 | $1,867-76.2% | $4,820-90.8% | $2,977-85.1% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $57 | $153-62.7% | $13,213-99.6% | $145-60.7% |