Filed May 24, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $13,320 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,403 | $221,442-77.2% | $92,240-45.4% | $77,958-35.3% |
| Participation rate | 99.7% | 79.6%+20.1pp | 76.5%+23.3pp | 71.6%+28.1pp |
| Annual return | 40.43% | 15.65%+24.8pp | 176.29%-135.9pp | 20.87%+19.6pp |
| Employer contribution / active EE | $642 | $3,226-80.1% | $3,680-82.6% | $2,310-72.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $6 | $210-97.1% | $5,194-99.9% | $97-93.8% |