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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,225 |
IUOE LOCAL 877 ANNUITY PLAN1+ years Service code 49 · EIN 04-3228497 | Other Services | $13,042 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $10,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $8,748 |
REID & RIEGE, P.C.1+ years Filed as: REID AND REIGE, PC Service code 29 · EIN 06-0867204 | Legal | $5,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,108 | $68,413-34.1% | $123,106-63.4% | $55,191-18.3% |
| Participation rate | 87.7% | 84.5%+3.2pp | 86.8%+1.0pp | 69.2%+18.6pp |
| Annual return | 1.70% | 6.30%-4.6pp | 13.22%-11.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,859 | $3,050+26.5% | $5,151-25.1% | $1,899+103.2% |
| Participant deferral / active EE | $503 | $4,490-88.8% | $6,229-91.9% | $3,046-83.5% |
| Admin fee / account holder | $137 | $88+56.4% | $9,015-98.5% | $91+51.3% |