Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,638 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $51,303 |
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 | $54,291 | $61,473-11.7% | $81,726-33.6% | $73,415-26.0% |
| Participation rate | 96.5% | 72.4%+24.1pp | 72.0%+24.5pp | 72.2%+24.3pp |
| Annual return | 18.51% | 28.26%-9.8pp | 29.49%-11.0pp | 59.30%-40.8pp |
| Employer contribution / active EE | $2,907 | $1,898+53.2% | $4,311-32.6% | $2,234+30.1% |
| Participant deferral / active EE | $5,348 | $3,080+73.6% | $7,108-24.8% | $3,806+40.5% |
| Admin fee / account holder | $221 | $125+76.2% | $5,160-95.7% | $158+40.0% |