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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,670 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $20,951 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,197-100.0% | $68,458-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 10.1%-10.1pp | 4.7%-4.7pp |
| Annual return | -6.42% | -0.69%-5.7pp | -0.87%-5.6pp | -0.69%-5.7pp |
| Employer contribution / active EE | $4,273 | $16,786-74.5% | $21,826-80.4% | $16,786-74.5% |
| Participant deferral / active EE | $0 | $525-100.0% | $656-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $165-100.0% | $124-100.0% |