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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $14,050 |
NEW DIRECTION PARTNERS9+ years Service code 34 · EIN 23-2688799 | Valuation (appraisals, etc.); Direct ... | $10,100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,060 | $78,636-50.3% | $105,607-63.0% | $74,459-47.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 13.16% | 15.96%-2.8pp | 116.11%-102.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,836 | $2,523-27.2% | $3,167-42.0% | $2,626-30.1% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $175 | $2,220-92.1% | $10,958-98.4% | $1,945-91.0% |