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 |
|---|---|---|
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $11,251 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,799 |
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 | $59,722 | $56,197+6.3% | $67,652-11.7% | $59,633+0.1% |
| Participation rate | 81.9% | 71.5%+10.4pp | 75.7%+6.2pp | 68.7%+13.2pp |
| Annual return | -1.29% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,446 | $1,615-10.5% | $2,266-36.2% | $2,203-34.4% |
| Participant deferral / active EE | $2,818 | $2,844-0.9% | $3,560-20.8% | $3,192-11.7% |
| Admin fee / account holder | $53 | $3,958-98.7% | $4,821-98.9% | $4,297-98.8% |