Filed October 27, 2017
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $26,066 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 | Other Services | $24,654 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 | Other Services | $6,313 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 49 · EIN 42-1445429 | Other Services | $0 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION INNOVATIONS & CO Service code 13 · EIN 34-1944384 | Contract Administrator | $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 | $25,497 | $46,100-44.7% | $86,582-70.6% | $69,631-63.4% |
| Participation rate | 91.0% | 67.2%+23.8pp | 73.5%+17.5pp | 70.7%+20.3pp |
| Annual return | 12.97% | 21.02%-8.0pp | 965.08%-952.1pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,645 | $1,850-11.1% | $2,839-42.1% | $2,032-19.1% |
| Participant deferral / active EE | $2,345 | $2,432-3.6% | $3,609-35.0% | $3,224-27.3% |
| Admin fee / account holder | $56 | $94-40.1% | $4,904-98.9% | $110-49.1% |