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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,472 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $8,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,874 | $91,517-42.2% | $101,275-47.8% | $73,412-28.0% |
| Participation rate | 99.8% | 73.8%+26.0pp | 75.8%+24.0pp | 72.2%+27.6pp |
| Annual return | 6.08% | 17.17%-11.1pp | 46.48%-40.4pp | 59.30%-53.2pp |
| Employer contribution / active EE | $3,895 | $2,877+35.4% | $3,660+6.4% | $2,234+74.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $145 | $216-32.9% | $5,948-97.6% | $158-8.3% |