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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $432,975 |
GREATBANC TRUST COMPANY2+ years Service code 21 · EIN 75-6769709 | Bank Trustee | $23,148 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,568 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $585 | $47,202-98.8% | $93,727-99.4% | $99,313-99.4% |
| Participation rate | 92.3% | 57.3%+35.0pp | 68.7%+23.6pp | 71.7%+20.6pp |
| Annual return | -14.37% | 13.08%-27.5pp | 133.83%-148.2pp | 17.67%-32.0pp |
| Employer contribution / active EE | $235 | $1,134-79.3% | $2,421-90.3% | $3,264-92.8% |
| Participant deferral / active EE | $0 | $2,296-100.0% | $4,417-100.0% | $5,346-100.0% |
| Admin fee / account holder | $57 | $86-34.0% | $8,292-99.3% | $109-48.1% |