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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $16,786 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,373 | $72,554-38.8% | $138,135-67.9% | $73,493-39.6% |
| Participation rate | 97.6% | 74.8%+22.7pp | 78.7%+18.9pp | 70.7%+26.9pp |
| Annual return | 15.95% | 17.50%-1.6pp | 20.51%-4.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $4,908-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $60 | $464-87.2% | $11,856-99.5% | $513-88.4% |