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: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,186 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,772 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,794 | $66,124+34.3% | $90,440-1.8% | $73,493+20.8% |
| Participation rate | 63.1% | 69.7%-6.6pp | 72.7%-9.6pp | 70.7%-7.6pp |
| Annual return | 6.16% | 17.65%-11.5pp | 1294.38%-1288.2pp | 28.51%-22.4pp |
| Employer contribution / active EE | $754 | $2,346-67.9% | $3,263-76.9% | $2,270-66.8% |
| Participant deferral / active EE | $2,960 | $3,039-2.6% | $3,964-25.3% | $3,740-20.9% |
| Admin fee / account holder | $97 | $396-75.4% | $5,615-98.3% | $513-81.0% |