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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,489 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $23,203 |
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 | $26,043 | $37,196-30.0% | $154,108-83.1% | $55,725-53.3% |
| Participation rate | 92.7% | 64.1%+28.7pp | 83.0%+9.7pp | 70.9%+21.9pp |
| Annual return | 10.17% | 1319.68%-1309.5pp | 735.21%-725.0pp | 244.93%-234.8pp |
| Employer contribution / active EE | $1,194 | $1,614-26.0% | $5,298-77.5% | $2,078-42.5% |
| Participant deferral / active EE | $1,942 | $2,068-6.1% | $5,081-61.8% | $3,356-42.1% |
| Admin fee / account holder | $88 | $102-13.6% | $13,411-99.3% | $115-23.8% |