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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,593 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $400 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $0 |
PENSION ASSURANCE LLP1 year Service code 16 · EIN 30-0840934 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,391 | $30,588-79.1% | $53,898-88.1% | $85,563-92.5% |
| Participation rate | 88.0% | 26.3%+61.7pp | 55.0%+33.1pp | 66.0%+22.1pp |
| Annual return | 16.68% | 50.42%-33.7pp | 528.60%-511.9pp | 31.51%-14.8pp |
| Employer contribution / active EE | $4 | $436-99.1% | $932-99.6% | $2,654-99.8% |
| Participant deferral / active EE | $1,463 | $848+72.5% | $1,826-19.9% | $4,375-66.6% |
| Admin fee / account holder | $103 | $1,879-94.5% | $2,491-95.9% | $834-87.7% |