Filed November 2, 2023 (most recent of 2 filings on file)
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,292 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,663 | $47,180-32.9% | $149,723-78.9% | $74,473-57.5% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.8pp | 70.7%+22.9pp |
| Annual return | 17.97% | 22.75%-4.8pp | 134.50%-116.5pp | 34.36%-16.4pp |
| Employer contribution / active EE | $5,088 | $1,907+166.8% | $4,821+5.5% | $2,638+92.8% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $91 | $343-73.6% | $13,215-99.3% | $347-73.9% |