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 | $35,598 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,355 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return 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 | $72,918 | $58,969+23.7% | $129,406-43.7% | $77,762-6.2% |
| Participation rate | 96.5% | 59.5%+37.0pp | 69.6%+26.9pp | 70.6%+25.9pp |
| Annual return | 11.80% | 24.78%-13.0pp | 9468.18%-9456.4pp | 31.27%-19.5pp |
| Employer contribution / active EE | $3,700 | $1,959+88.9% | $4,155-11.0% | $2,728+35.6% |
| Participant deferral / active EE | $5,745 | $3,224+78.2% | $4,167+37.9% | $4,651+23.5% |
| Admin fee / account holder | $173 | $593-70.7% | $7,689-97.7% | $433-59.9% |