Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,523 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $12,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,450 | $69,823-47.8% | $76,872-52.6% | $74,460-51.0% |
| Participation rate | 33.5% | 70.0%-36.5pp | 69.6%-36.1pp | 70.7%-37.3pp |
| Annual return | 27.28% | 19.99%+7.3pp | 37.90%-10.6pp | 34.38%-7.1pp |
| Employer contribution / active EE | $884 | $2,148-58.8% | $2,533-65.1% | $2,638-66.5% |
| Participant deferral / active EE | $1,672 | $3,558-53.0% | $3,832-56.4% | $4,530-63.1% |
| Admin fee / account holder | $263 | $398-33.8% | $5,476-95.2% | $348-24.3% |