Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,976 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $61,901 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,597 | $66,459-22.4% | $81,286-36.5% | $77,714-33.6% |
| Participation rate | 95.6% | 68.7%+26.9pp | 69.5%+26.1pp | 70.6%+25.0pp |
| Annual return | 15.28% | 15.95%-0.7pp | 24.80%-9.5pp | 31.26%-16.0pp |
| Employer contribution / active EE | $2,670 | $2,156+23.8% | $2,463+8.4% | $2,727-2.1% |
| Participant deferral / active EE | $5,126 | $3,674+39.5% | $3,883+32.0% | $4,649+10.3% |
| Admin fee / account holder | $202 | $585-65.5% | $5,764-96.5% | $433-53.4% |