Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,257 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $41,003 |
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 | $43,024 | $48,261-10.9% | $68,612-37.3% | $55,727-22.8% |
| Participation rate | 87.0% | 71.0%+15.9pp | 72.2%+14.7pp | 70.9%+16.1pp |
| Annual return | -5.18% | -2.61%-2.6pp | -4.63%-0.6pp | 244.94%-250.1pp |
| Employer contribution / active EE | $1,897 | $1,742+8.9% | $2,625-27.7% | $2,078-8.7% |
| Participant deferral / active EE | $3,501 | $2,712+29.1% | $3,311+5.7% | $3,356+4.3% |
| Admin fee / account holder | $206 | $126+63.5% | $5,131-96.0% | $115+79.1% |