Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,128 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $18,660 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,051 | $53,925-5.3% | $75,501-32.4% | $69,634-26.7% |
| Participation rate | 82.5% | 71.2%+11.3pp | 72.4%+10.1pp | 70.7%+11.8pp |
| Annual return | 16.02% | 17.84%-1.8pp | 27.35%-11.3pp | 27572.26%-27556.2pp |
| Employer contribution / active EE | $1,754 | $1,802-2.6% | $2,352-25.4% | $2,032-13.7% |
| Participant deferral / active EE | $3,465 | $2,569+34.8% | $3,142+10.3% | $3,224+7.5% |
| Admin fee / account holder | $175 | $97+80.3% | $5,801-97.0% | $110+58.5% |