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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,277 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $19,500 |
Service code 27 · EIN 03-0215988 | Advisory (Plan) | $19,500 |
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 | $30,221 | $46,332-34.8% | $143,799-79.0% | $64,819-53.4% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.2pp |
| Annual return | -14.21% | -10.05%-4.2pp | -0.04%-14.2pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,420 | $1,911-25.7% | $4,952-71.3% | $2,507-43.3% |
| Participant deferral / active EE | $2,402 | $2,647-9.3% | $5,638-57.4% | $4,311-44.3% |
| Admin fee / account holder | $207 | $154+34.3% | $14,677-98.6% | $188+10.0% |