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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,463 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $61 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,234 | $73,638-75.2% | $95,960-81.0% | $73,493-75.2% |
| Participation rate | 70.5% | 76.2%-5.6pp | 77.1%-6.6pp | 70.7%-0.2pp |
| Annual return | 16.76% | 16.78%0pp | 91.63%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $993 | $1,863-46.7% | $2,541-60.9% | $2,270-56.3% |
| Participant deferral / active EE | $1,716 | $3,617-52.6% | $4,167-58.8% | $3,740-54.1% |
| Admin fee / account holder | $204 | $482-57.6% | $6,797-97.0% | $513-60.2% |