Filed November 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,835 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $62,164 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,414 | $111,608-68.3% | $177,821-80.1% | $73,409-51.8% |
| Participation rate | 95.9% | 87.9%+8.0pp | 87.7%+8.2pp | 72.2%+23.7pp |
| Annual return | 35.29% | 18.23%+17.1pp | 48.32%-13.0pp | 59.29%-24.0pp |
| Employer contribution / active EE | $3,575 | $3,796-5.8% | $5,918-39.6% | $2,234+60.1% |
| Participant deferral / active EE | $6,893 | $6,199+11.2% | $7,714-10.6% | $3,805+81.1% |
| Admin fee / account holder | $222 | $166+33.8% | $12,427-98.2% | $158+40.3% |