Filed October 27, 2017
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $72,797 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 49 · EIN 42-1445429 | Other Services | $0 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION INNOVATIONS & CO Service code 49 · EIN 34-1944384 | Other Services | $0 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
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 | $24,770 | $43,999-43.7% | $79,466-68.8% | $55,725-55.5% |
| Participation rate | 84.4% | 66.9%+17.4pp | 73.3%+11.0pp | 70.9%+13.5pp |
| Annual return | 10.31% | 1.81%+8.5pp | 718.28%-708.0pp | 244.93%-234.6pp |
| Employer contribution / active EE | $1,316 | $1,830-28.1% | $2,800-53.0% | $2,078-36.7% |
| Participant deferral / active EE | $1,999 | $2,538-21.3% | $3,704-46.0% | $3,356-40.4% |
| Admin fee / account holder | $85 | $118-27.5% | $5,104-98.3% | $115-26.0% |