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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $222,191 |
HAGWOOD-TOMODA/MORGAN1 year Filed as: THE HAGWOOD TOMODA GROUP Service code 27 · EIN 13-5674085 | Advisory (Plan) | $91,870 |
RBT CPAS, LLP4 years Filed as: RBT CPA'S Service code 10 · EIN 14-1604297 | Accounting | $14,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 0.78% | 8.12%-7.3pp | 9.82%-9.0pp | 8.21%-7.4pp |
| Employer contribution / active EE | $15,598 | $16,766-7.0% | $30,322-48.6% | $13,841+12.7% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |