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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $36,819 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $141,883 | $62,589+126.7% | $76,768+84.8% | $64,173+121.1% |
| Participation rate | 96.6% | 72.8%+23.8pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -7.44% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,493 | $1,832-18.5% | $2,485-39.9% | $2,381-37.3% |
| Participant deferral / active EE | $4,540 | $3,145+44.4% | $3,852+17.9% | $3,470+30.8% |
| Admin fee / account holder | $180 | $4,667-96.1% | $6,675-97.3% | $4,887-96.3% |