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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,962 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $22,722 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,965 | $52,293-67.6% | $178,503-90.5% | $73,412-76.9% |
| Participation rate | 90.1% | 65.3%+24.8pp | 81.9%+8.2pp | 72.2%+18.0pp |
| Annual return | 15.79% | 34.75%-19.0pp | 151.12%-135.3pp | 59.30%-43.5pp |
| Employer contribution / active EE | $2,623 | $1,736+51.1% | $5,011-47.7% | $2,234+17.4% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $100 | $127-21.4% | $13,987-99.3% | $158-36.6% |