Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,324 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $54,206 |
MORNINGSTAR2 years 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 | $47,162 | $69,823-32.5% | $76,891-38.7% | $74,478-36.7% |
| Participation rate | 96.1% | 70.0%+26.1pp | 69.6%+26.5pp | 70.7%+25.4pp |
| Annual return | 18.87% | 19.99%-1.1pp | 37.91%-19.0pp | 34.37%-15.5pp |
| Employer contribution / active EE | $2,557 | $2,148+19.0% | $2,534+0.9% | $2,637-3.0% |
| Participant deferral / active EE | $4,988 | $3,558+40.2% | $3,833+30.1% | $4,530+10.1% |
| Admin fee / account holder | $171 | $398-57.1% | $5,488-96.9% | $347-50.9% |