Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $21,090 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $16,737 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,677 |
MORNINGSTAR2 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 | $85,464 | $77,472+10.3% | $100,415-14.9% | $80,959+5.6% |
| Participation rate | 97.6% | 76.9%+20.6pp | 81.5%+16.1pp | 67.7%+29.9pp |
| Annual return | 14.49% | 37.26%-22.8pp | 49.47%-35.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $6,348 | $2,800+126.7% | $3,943+61.0% | $2,757+130.2% |
| Participant deferral / active EE | $13,593 | $6,818+99.4% | $8,091+68.0% | $4,300+216.1% |
| Admin fee / account holder | $52 | $5,885-99.1% | $7,906-99.3% | $6,925-99.2% |