Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,921 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $44,601 |
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 | $44,609 | $55,790-20.0% | $76,667-41.8% | $67,584-34.0% |
| Participation rate | 96.1% | 71.1%+25.0pp | 72.1%+24.0pp | 71.3%+24.8pp |
| Annual return | 23.52% | 64.45%-40.9pp | 1166.74%-1143.2pp | 378.59%-355.1pp |
| Employer contribution / active EE | $2,097 | $1,810+15.8% | $2,303-8.9% | $2,148-2.4% |
| Participant deferral / active EE | $3,768 | $2,875+31.0% | $3,336+12.9% | $3,540+6.4% |
| Admin fee / account holder | $197 | $159+23.7% | $6,423-96.9% | $142+38.4% |