Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,930 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,228 |
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 | $32,880 | $46,297-29.0% | $71,671-54.1% | $62,293-47.2% |
| Participation rate | 77.1% | 60.6%+16.4pp | 68.7%+8.3pp | 69.5%+7.6pp |
| Annual return | 16.44% | 22.32%-5.9pp | 20.65%-4.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $696 | $1,412-50.7% | $2,460-71.7% | $2,042-65.9% |
| Participant deferral / active EE | $2,541 | $2,235+13.7% | $3,438-26.1% | $3,169-19.8% |
| Admin fee / account holder | $92 | $461-80.0% | $5,558-98.3% | $479-80.8% |