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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 18 · EIN 42-0127290 | Investment management; Custodial (oth... | $30,648 |
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Employer contribution per participant 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 | $0 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 17.92% | 8.93%+9.0pp | 7.82%+10.1pp | 8.21%+9.7pp |
| Employer contribution / active EE | $1,965 | $10,201-80.7% | $31,823-93.8% | $13,841-85.8% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |