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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $17,293 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 11 · EIN 04-2530412 | Actuarial | $13,800 |
Filed as: COLLIER JERNIGAN & GOEDERT PA Service code 10 · EIN 59-3612220 | Accounting | $9,250 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,565 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $463,922-100.0% | $463,922-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.6%-17.6pp | 46.4%-46.4pp |
| Annual return | -4.76% | 102.70%-107.5pp | 60.62%-65.4pp | -82.67%+77.9pp |
| Employer contribution / active EE | $955,796 | $92,270+935.9% | $61,657+1450.2% | $43,771+2083.6% |
| Participant deferral / active EE | $0 | $356-100.0% | $288-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23-100.0% | $23-100.0% | $11,204-100.0% |