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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $14,128 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,101 | $46,732-5.6% | $156,551-71.8% | $55,167-20.1% |
| Participation rate | 67.4% | 65.8%+1.6pp | 84.0%-16.6pp | 69.0%-1.6pp |
| Annual return | -0.49% | 17.72%-18.2pp | 32.23%-32.7pp | 169.23%-169.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,834 | $2,204+28.6% | $4,871-41.8% | $3,054-7.2% |
| Admin fee / account holder | $29 | $418-93.1% | $13,028-99.8% | $504-94.3% |