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| Provider | Service type | Compensation |
|---|---|---|
JOHN M WATKINS CPA1+ years Service code 10 · EIN 54-2015795 | Accounting | $7,495 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,486 | $39,798-78.7% | $67,704-87.5% | $59,633-85.8% |
| Participation rate | 37.2% | 57.4%-20.1pp | 67.5%-30.3pp | 68.7%-31.5pp |
| Annual return | -3.02% | 89.94%-93.0pp | 25.41%-28.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,775 | $1,393+27.4% | $2,559-30.7% | $2,203-19.4% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $146 | $3,212-95.5% | $4,255-96.6% | $4,297-96.6% |