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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,863 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC Service code 13 · EIN 64-0765749 | Contract Administrator | $15,475 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR RIGGS AND INGRAM Service code 10 · EIN 72-1396621 | Accounting | $13,500 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.94% | -1.80%-0.1pp | -2.01%+0.1pp | -7.14%+5.2pp |
| Employer contribution / active EE | $14,138 | $14,777-4.3% | $34,453-59.0% | $14,613-3.3% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |