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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,685 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADV Service code 21 · EIN 04-3638035 | Bank Trustee | $66,569 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FEE Service code 21 · EIN 13-3124172 | Bank Trustee | $31,501 |
RBT CPAS, LLP1+ years Filed as: RBT LLC Service code 10 · EIN 14-1604297 | Accounting | $8,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 19.44% | 12.96%+6.5pp | 20.73%-1.3pp | 16.32%+3.1pp |
| Employer contribution / active EE | $160,491 | $12,913+1142.9% | $36,503+339.7% | $17,007+843.7% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |