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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,339 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $23,988 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,510 | $36,916-41.7% | $156,551-86.3% | $57,658-62.7% |
| Participation rate | 87.0% | 63.4%+23.5pp | 84.0%+3.0pp | 70.2%+16.7pp |
| Annual return | -0.40% | 12.38%-12.8pp | 32.23%-32.6pp | 5.13%-5.5pp |
| Employer contribution / active EE | $1,193 | $1,571-24.0% | $5,501-78.3% | $1,974-39.5% |
| Participant deferral / active EE | $1,991 | $1,926+3.4% | $4,871-59.1% | $3,061-34.9% |
| Admin fee / account holder | $80 | $82-2.6% | $13,028-99.4% | $95-15.0% |