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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $70,110 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 49 · EIN 42-1445429 | Other Services | $36,603 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,185 | $56,540-67.8% | $185,851-90.2% | $86,821-79.1% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 14.57% | 118.20%-103.6pp | 122.11%-107.5pp | 97.94%-83.4pp |
| Employer contribution / active EE | $3,909 | $1,844+111.9% | $5,168-24.4% | $2,406+62.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $83 | $150-44.6% | $16,245-99.5% | $170-51.1% |