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 | $31,545 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,246 | $55,437-11.2% | $155,534-68.3% | $74,459-33.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.16% | 269.58%-258.4pp | 64.92%-53.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $4,951 | $2,266+118.5% | $4,675+5.9% | $2,626+88.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $189 | $1,742-89.2% | $15,900-98.8% | $1,945-90.3% |