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 | $12,369 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,421 | $65,118+95.7% | $76,768+66.0% | $55,725+128.7% |
| Participation rate | 96.9% | 79.6%+17.3pp | 77.0%+20.0pp | 70.9%+26.1pp |
| Annual return | -4.51% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,902 | $1,941+101.0% | $2,485+57.0% | $2,078+87.7% |
| Participant deferral / active EE | $18,151 | $3,688+392.1% | $3,852+371.3% | $3,356+440.9% |
| Admin fee / account holder | $14 | $116-88.2% | $6,675-99.8% | $115-88.1% |