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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,379 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,257 | $75,388+46.3% | $123,553-10.8% | $55,725+97.9% |
| Participation rate | 90.3% | 75.7%+14.7pp | 82.3%+8.0pp | 70.9%+19.5pp |
| Annual return | -5.31% | 4.48%-9.8pp | 119.21%-124.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,479 | $3,063+46.2% | $4,628-3.2% | $2,078+115.5% |
| Participant deferral / active EE | $7,420 | $5,651+31.3% | $6,426+15.5% | $3,356+121.1% |
| Admin fee / account holder | $110 | $120-8.1% | $9,284-98.8% | $115-4.4% |