Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,779 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $56,291 |
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 | $51,590 | $66,621-22.6% | $86,645-40.5% | $86,828-40.6% |
| Participation rate | 96.5% | 72.3%+24.1pp | 71.7%+24.8pp | 72.3%+24.2pp |
| Annual return | 14.05% | 19.53%-5.5pp | 63.52%-49.5pp | 97.95%-83.9pp |
| Employer contribution / active EE | $2,488 | $2,007+24.0% | $2,496-0.3% | $2,406+3.4% |
| Participant deferral / active EE | $4,709 | $3,242+45.2% | $3,700+27.3% | $4,132+14.0% |
| Admin fee / account holder | $221 | $148+49.2% | $5,830-96.2% | $170+30.5% |