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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,438 |
MORNINGSTAR3 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,106 | $106,247+77.0% | $147,096+27.9% | $77,714+142.0% |
| Participation rate | 87.4% | 78.4%+9.0pp | 82.2%+5.2pp | 70.6%+16.8pp |
| Annual return | 13.55% | 56.87%-43.3pp | 419.75%-406.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $5,600 | $4,069+37.6% | $4,936+13.5% | $2,727+105.4% |
| Participant deferral / active EE | $9,607 | $7,996+20.1% | $8,071+19.0% | $4,649+106.6% |
| Admin fee / account holder | $170 | $338-49.7% | $13,005-98.7% | $433-60.7% |