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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,380 |
NBC SECURITIES INC1+ years Service code 49 · EIN 63-0923499 | Other Services | $47,092 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 11 · EIN 13-4008324 | Actuarial | $31,495 |
PEARCE BEVILL LEESBURG MOORE PC1+ years Filed as: PEARCE BEVILL LEESBURG Service code 10 · EIN 63-0813240 | Accounting | $20,000 |
MAYNARD COOPER GALE1+ years Filed as: MAYNARD COOPER & GALE PC Service code 29 · EIN 63-0864426 | Legal | $12,215 |
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.06% | -1.56%-0.5pp | -3.43%+1.4pp | 2.81%-4.9pp |
| Employer contribution / active EE | $0 | $14,048-100.0% | $25,607-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |