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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 877 ANNUITY PLAN2+ years Service code 49 · EIN 04-3228497 | Other Services | $31,100 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,877 |
MANZI & ASSOCIATES, LLC2+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $11,275 |
REID & RIEGE, P.C.2+ years Filed as: REID AND REIGE, PC Service code 29 · EIN 06-0867204 | Legal | $5,792 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $71,802-37.2% | $133,975-66.3% | $57,658-21.8% |
| Participation rate | 90.1% | 85.5%+4.6pp | 87.1%+3.0pp | 70.2%+19.9pp |
| Annual return | 5.89% | 13.51%-7.6pp | 29.29%-23.4pp | 5.13%+0.8pp |
| Employer contribution / active EE | $3,797 | $3,161+20.1% | $5,211-27.1% | $1,974+92.4% |
| Participant deferral / active EE | $410 | $4,606-91.1% | $6,282-93.5% | $3,061-86.6% |
| Admin fee / account holder | $295 | $88+236.0% | $9,324-96.8% | $95+211.6% |