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 | $36,002-12.1% | $161,489-80.4% | $64,728-51.1% |
| Participation rate | 94.5% | 57.4%+37.1pp | 78.7%+15.8pp | 57.9%+36.6pp |
| Annual return | 14.33% | 33.93%-19.6pp | 89.72%-75.4pp | 49.38%-35.0pp |
| Employer contribution / active EE | $1,638 | $1,380+18.8% | $4,268-61.6% | $2,243-26.9% |
| Participant deferral / active EE | $2,820 | $1,815+55.4% | $5,630-49.9% | $2,729+3.3% |
| Admin fee / account holder | $150 | $931-83.8% | $16,006-99.1% | $1,145-86.9% |