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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,021 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $11,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,872 | $67,984-53.1% | $65,493-51.3% | $74,304-57.1% |
| Participation rate | 36.3% | 66.3%-30.0pp | 73.1%-36.8pp | 60.3%-24.1pp |
| Annual return | 9.07% | 19.87%-10.8pp | 982.45%-973.4pp | 29.43%-20.4pp |
| Employer contribution / active EE | $286 | $2,491-88.5% | $2,574-88.9% | $2,241-87.2% |
| Participant deferral / active EE | $1,374 | $3,346-58.9% | $3,961-65.3% | $3,767-63.5% |
| Admin fee / account holder | $324 | $1,373-76.4% | $5,028-93.6% | $2,969-89.1% |