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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $23,821 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,344 |
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 | $66,992 | $50,637+32.3% | $86,582-22.6% | $62,293+7.5% |
| Participation rate | 73.9% | 67.9%+6.0pp | 73.5%+0.3pp | 69.5%+4.4pp |
| Annual return | 11.81% | 20.80%-9.0pp | 965.08%-953.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,382 | $2,611+29.5% | $3,609-6.3% | $3,169+6.7% |
| Admin fee / account holder | $26 | $413-93.8% | $4,904-99.5% | $479-94.7% |