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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,517 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $13,198 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,818 | $46,173-22.4% | $170,435-79.0% | $69,631-48.6% |
| Participation rate | 28.7% | 63.9%-35.2pp | 83.6%-54.9pp | 70.7%-42.0pp |
| Annual return | 15.01% | 21.62%-6.6pp | 205.94%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $414 | $1,610-74.3% | $5,432-92.4% | $2,032-79.6% |
| Participant deferral / active EE | $757 | $2,080-63.6% | $4,939-84.7% | $3,224-76.5% |
| Admin fee / account holder | $149 | $116+28.9% | $13,881-98.9% | $110+35.4% |