Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,262 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $35,108 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467 | Other Services | $6,232 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,949 | $75,388-35.1% | $123,553-60.4% | $55,725-12.2% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.3%+15.6pp | 70.9%+27.1pp |
| Annual return | 10.10% | 4.48%+5.6pp | 119.21%-109.1pp | 244.93%-234.8pp |
| Employer contribution / active EE | $1,466 | $3,063-52.1% | $4,628-68.3% | $2,078-29.5% |
| Participant deferral / active EE | $2,681 | $5,651-52.6% | $6,426-58.3% | $3,356-20.1% |
| Admin fee / account holder | $113 | $120-5.4% | $9,284-98.8% | $115-1.7% |