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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $54,957 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 49 · EIN 42-1445429 | Other Services | $41,895 |
Service code 49 · EIN 73-1554797 | Other Services | $3,637 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,093 | $45,000-70.9% | $143,797-90.9% | $77,906-83.2% |
| Participation rate | 97.4% | 66.8%+30.6pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -18.11% | 29.03%-47.1pp | -0.04%-18.1pp | 12.16%-30.3pp |
| Employer contribution / active EE | $3,229 | $1,870+72.7% | $4,952-34.8% | $2,846+13.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $47 | $98-51.9% | $14,679-99.7% | $133-64.3% |