Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $27,314 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,299 |
ACCEL WEALTH MANAGEMENT2+ years Service code 27 · EIN 26-3916954 | Advisory (Plan) | $5,002 |
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 | $149,028 | $67,602+120.4% | $82,312+81.1% | $70,126+112.5% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.0pp |
| Annual return | 18.41% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,386 | $1,755-21.0% | $2,428-42.9% | $2,343-40.8% |
| Participant deferral / active EE | $4,337 | $2,987+45.2% | $3,706+17.0% | $3,332+30.2% |
| Admin fee / account holder | $220 | $4,512-95.1% | $5,608-96.1% | $4,645-95.3% |