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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $14,968 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,013 | $86,655-64.2% | $119,608-74.1% | $66,930-53.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 13.30% | -8.00%+21.3pp | -14.98%+28.3pp | 1.57%+11.7pp |
| Employer contribution / active EE | $320 | $2,536-87.4% | $4,232-92.4% | $2,545-87.4% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $79 | $755-89.5% | $10,326-99.2% | $593-86.6% |