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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,731 |
HAZARD & SIEGEL INC3 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 16-0954584 | Advisory (Plan) | $32,462 |
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 | $98,076 | $105,247-6.8% | $87,100+12.6% | $77,787+26.1% |
| Participation rate | 66.1% | 85.8%-19.7pp | 76.9%-10.8pp | 73.2%-7.1pp |
| Annual return | 22.66% | 24.52%-1.9pp | 28.19%-5.5pp | 32.57%-9.9pp |
| Employer contribution / active EE | $1,217 | $2,895-58.0% | $2,521-51.7% | $2,504-51.4% |
| Participant deferral / active EE | $2,440 | $5,060-51.8% | $4,049-39.7% | $3,967-38.5% |
| Admin fee / account holder | $179 | $104+71.3% | $7,497-97.6% | $100+78.9% |