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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-1520346 | Plan Administrator | $36,153 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,062 | $119,446-78.2% | $150,045-82.6% | $85,563-69.5% |
| Participation rate | 99.4% | 75.4%+24.0pp | 82.3%+17.1pp | 66.0%+33.4pp |
| Annual return | 24.05% | 23.72%+0.3pp | 62.55%-38.5pp | 31.51%-7.5pp |
| Employer contribution / active EE | $719 | $4,078-82.4% | $4,693-84.7% | $2,654-72.9% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $61 | $548-88.9% | $13,435-99.5% | $834-92.7% |