Filed October 27, 2017
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 | Other Services | $24,036 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $23,690 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 | Other Services | $6,662 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION INNOVATIONS & CO Service code 13 · EIN 34-1944384 | Contract Administrator | $1,361 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 49 · EIN 42-1445429 | Other Services | $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 | $23,785 | $39,859-40.3% | $78,676-69.8% | $57,658-58.7% |
| Participation rate | 89.1% | 66.1%+23.0pp | 73.6%+15.5pp | 70.2%+18.9pp |
| Annual return | 0.14% | 18.96%-18.8pp | 62.19%-62.1pp | 5.13%-5.0pp |
| Employer contribution / active EE | $1,391 | $1,786-22.1% | $2,850-51.2% | $1,974-29.5% |
| Participant deferral / active EE | $2,116 | $2,248-5.9% | $3,517-39.8% | $3,061-30.9% |
| Admin fee / account holder | $54 | $76-29.8% | $4,510-98.8% | $95-43.4% |