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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,485 |
STAHL & ASSOCIATES2 years Filed as: STAHL & ASSOCIATES INSURANCE INC Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,652 | $83,045-29.4% | $130,045-54.9% | $71,511-18.0% |
| Participation rate | 82.1% | 74.1%+8.0pp | 78.5%+3.6pp | 67.9%+14.1pp |
| Annual return | 3.52% | 20.61%-17.1pp | -137.30%+140.8pp | 28.86%-25.3pp |
| Employer contribution / active EE | $4,393 | $2,623+67.5% | $4,321+1.7% | $2,589+69.7% |
| Participant deferral / active EE | $1,783 | $4,436-59.8% | $5,820-69.4% | $4,291-58.4% |
| Admin fee / account holder | $8 | $1,727-99.5% | $10,600-99.9% | $1,588-99.5% |