Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,105 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $28,520 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,839 | $80,781-25.9% | $102,437-41.6% | $74,478-19.7% |
| Participation rate | 80.1% | 65.7%+14.4pp | 74.5%+5.6pp | 67.2%+12.9pp |
| Annual return | 14.61% | 27.58%-13.0pp | 24.95%-10.3pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $447 | $3,160-85.9% | $3,871-88.5% | $2,626-83.0% |
| Participant deferral / active EE | $4,465 | $3,862+15.6% | $5,060-11.8% | $4,350+2.6% |
| Admin fee / account holder | $176 | $2,372-92.6% | $8,388-97.9% | $1,946-91.0% |