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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $21,772 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,952 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $52,182 | $46,173+13.0% | $170,436-69.4% | $69,631-25.1% |
| Participation rate | 72.8% | 63.9%+8.9pp | 83.6%-10.8pp | 70.7%+2.1pp |
| Annual return | 14.54% | 21.62%-7.1pp | 205.94%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $919 | $1,610-42.9% | $5,433-83.1% | $2,032-54.8% |
| Participant deferral / active EE | $2,131 | $2,080+2.4% | $4,939-56.9% | $3,224-33.9% |
| Admin fee / account holder | $13 | $116-88.6% | $13,880-99.9% | $110-88.1% |