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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,406 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $21,406 |
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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 | $46,244-100.0% | $157,433-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 16.7%-16.7pp | 2.8%-2.8pp |
| Annual return | 18.61% | 16.32%+2.3pp | 10.27%+8.3pp | 16.32%+2.3pp |
| Employer contribution / active EE | $8,251 | $17,007-51.5% | $19,104-56.8% | $17,007-51.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $15-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $12,160-100.0% | $127-100.0% |