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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $16,445 |
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,175 | $83,045-66.1% | $130,026-78.3% | $71,495-60.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -7.52% | 20.61%-28.1pp | -137.26%+129.7pp | 28.85%-36.4pp |
| Employer contribution / active EE | $853 | $2,623-67.5% | $4,321-80.3% | $2,589-67.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $85 | $1,727-95.1% | $10,608-99.2% | $1,588-94.6% |