Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,456 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,163 | $116,081-55.1% | $156,181-66.6% | $79,634-34.5% |
| Participation rate | 90.7% | 75.6%+15.1pp | 78.8%+11.9pp | 62.5%+28.2pp |
| Annual return | 21.90% | 15.89%+6.0pp | 64.87%-43.0pp | 36.46%-14.6pp |
| Employer contribution / active EE | $2,999 | $2,828+6.0% | $4,294-30.2% | $2,529+18.6% |
| Participant deferral / active EE | $5,493 | $4,584+19.8% | $6,132-10.4% | $3,835+43.3% |
| Admin fee / account holder | $27 | $854-96.8% | $14,586-99.8% | $1,002-97.3% |