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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,807 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $24,340 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $12,404 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,312-100.0% | $122,979-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | -92.74% | 22.06%-114.8pp | 20.12%-112.9pp | 148.84%-241.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |