Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,332 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $37,809 |
Service code 49 · EIN 39-1816008 | Other Services | $8,851 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,452 | $100,801-46.0% | $149,745-63.6% | $73,412-25.8% |
| Participation rate | 99.4% | 77.7%+21.8pp | 82.5%+17.0pp | 72.2%+27.3pp |
| Annual return | 10.30% | 265.34%-255.0pp | 276.72%-266.4pp | 59.30%-49.0pp |
| Employer contribution / active EE | $1,164 | $3,312-64.9% | $4,646-75.0% | $2,234-47.9% |
| Participant deferral / active EE | $3,210 | $6,404-49.9% | $6,843-53.1% | $3,806-15.6% |
| Admin fee / account holder | $118 | $181-35.0% | $9,312-98.7% | $158-25.5% |