Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,284 |
Filed as: MORGAN STANLEY WEALTH MANAGEMNT Service code 27 1550 MARKET STREET · DENVER, CO 80202 | Advisory (Plan) | $63,535 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $61,728 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,637 | $38,165-17.1% | $189,758-83.3% | $69,255-54.3% |
| Participation rate | 94.5% | 66.7%+27.8pp | 79.8%+14.7pp | 69.0%+25.5pp |
| Annual return | 14.33% | 14.65%-0.3pp | 52.62%-38.3pp | 26.73%-12.4pp |
| Employer contribution / active EE | $1,638 | $1,589+3.1% | $4,767-65.6% | $2,645-38.1% |
| Participant deferral / active EE | $2,820 | $2,073+36.0% | $5,856-51.8% | $2,890-2.4% |
| Admin fee / account holder | $150 | $714-78.9% | $20,388-99.3% | $733-79.5% |