Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,133 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $51,940 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $46,516 | $56,503-17.7% | $69,888-33.4% | $64,829-28.2% |
| Participation rate | 87.2% | 70.5%+16.7pp | 70.5%+16.7pp | 71.5%+15.7pp |
| Annual return | -10.98% | -13.44%+2.5pp | 190.87%-201.8pp | 32.85%-43.8pp |
| Employer contribution / active EE | $2,462 | $2,046+20.3% | $2,560-3.8% | $2,507-1.8% |
| Participant deferral / active EE | $4,655 | $3,389+37.3% | $3,849+20.9% | $4,312+8.0% |
| Admin fee / account holder | $204 | $160+27.3% | $6,267-96.7% | $188+8.6% |