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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,971 |
STAHL & ASSOCIATES3 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,846 | $88,083-36.6% | $164,813-66.1% | $74,495-25.0% |
| Participation rate | 85.8% | 73.0%+12.8pp | 78.6%+7.2pp | 67.2%+18.6pp |
| Annual return | 1.59% | 17.26%-15.7pp | 69.93%-68.3pp | 1364.94%-1363.4pp |
| Employer contribution / active EE | $5,353 | $2,593+106.4% | $4,341+23.3% | $2,623+104.1% |
| Participant deferral / active EE | $1,836 | $4,498-59.2% | $6,031-69.6% | $4,346-57.8% |
| Admin fee / account holder | $9 | $2,234-99.6% | $12,690-99.9% | $1,942-99.5% |