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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $177,908 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $21,223 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 20.46% | 16.55%+3.9pp | 15.31%+5.2pp | 24.44%-4.0pp |
| Employer contribution / active EE | $184,600 | $42,466+334.7% | $28,686+543.5% | $41,344+346.5% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |