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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $18,896 |
ADVANCED PLAN DESIGNS, LLC2 years Filed as: ADVANCED PLAN DESIGNS Service code 13 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Contract Administrator | $8,961 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 | Other Services | $8,639 |
ADVANCED PLAN DESIGNS, LLC2 years Service code 13 | Contract Administrator | $0 |
SECURITIES AMERICA INC3 years Service code 49 · EIN 11-2551174 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,473 | $52,953-72.7% | $172,739-91.6% | $65,185-77.8% |
| Participation rate | 64.5% | 66.2%-1.7pp | 82.6%-18.2pp | 70.2%-5.7pp |
| Annual return | 15.47% | 30.12%-14.7pp | 802.84%-787.4pp | 29.38%-13.9pp |
| Employer contribution / active EE | $1,084 | $2,190-50.5% | $5,143-78.9% | $2,177-50.2% |
| Participant deferral / active EE | $493 | $2,471-80.1% | $5,198-90.5% | $3,514-86.0% |
| Admin fee / account holder | $221 | $472-53.2% | $13,954-98.4% | $847-73.9% |