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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,165 |
VSR FINANCIAL SERVICES INC2+ years Service code 49 · EIN 43-1302302 | Other Services | $2,077 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,350 | $46,761-13.7% | $106,619-62.2% | $57,658-30.0% |
| Participation rate | 98.0% | 56.9%+41.1pp | 78.0%+20.0pp | 70.2%+27.8pp |
| Annual return | 7.97% | 15.77%-7.8pp | 9.42%-1.4pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,418 | $1,274+11.3% | $3,947-64.1% | $1,974-28.1% |
| Participant deferral / active EE | $3,883 | $1,954+98.7% | $3,930-1.2% | $3,061+26.9% |
| Admin fee / account holder | $52 | $97-46.2% | $6,418-99.2% | $95-44.9% |