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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $13,458 |
Service code 10 · EIN 62-1114363 | Accounting | $12,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,311 | $86,897-92.7% | $151,645-95.8% | $64,824-90.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 123.77% | -3.57%+127.3pp | 3.34%+120.4pp | 32.84%+90.9pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $58 | $153-61.8% | $11,614-99.5% | $188-68.9% |