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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,904 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,359 |
Employer 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 | $74,278 | $58,655+26.6% | $91,989-19.3% | $65,185+14.0% |
| Participation rate | 87.6% | 75.3%+12.4pp | 78.6%+9.0pp | 70.2%+17.4pp |
| Annual return | 25.13% | 33.92%-8.8pp | 69.02%-43.9pp | 29.38%-4.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,632 | $5,474-15.4% | $5,923-21.8% | $3,514+31.8% |
| Admin fee / account holder | $21 | $434-95.1% | $7,743-99.7% | $847-97.5% |