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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $21,243 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,455 | $43,423+48.4% | $78,676-18.1% | $55,167+16.8% |
| Participation rate | 76.2% | 68.0%+8.1pp | 73.6%+2.6pp | 69.0%+7.2pp |
| Annual return | 3.60% | 11.53%-7.9pp | 62.19%-58.6pp | 169.23%-165.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,102 | $2,509+23.6% | $3,517-11.8% | $3,054+1.6% |
| Admin fee / account holder | $28 | $416-93.3% | $4,510-99.4% | $504-94.5% |