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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GBHE LOCAL 26 BENEFITS ADMIN LLC Service code 49 · EIN 45-3706480 | Other Services | $187,513 |
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $94,418 |
GBHE LOCAL 26 BENEFITS ADMINISTRATI10+ years Service code 49 | Other Services | $79,328 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $66,361 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,287 |
MANZI & ASSOCIATES, LLC8 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $26,980 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,031 | $85,660-61.4% | $136,833-75.9% | $85,660-61.4% |
| Participation rate | 83.2% | 74.8%+8.4pp | 59.0%+24.2pp | 74.8%+8.4pp |
| Annual return | 9.42% | 19.52%-10.1pp | 35.32%-25.9pp | 19.52%-10.1pp |
| Employer contribution / active EE | $178 | $4,199-95.8% | $1,319-86.5% | $4,199-95.8% |
| Participant deferral / active EE | $2,512 | $3,518-28.6% | $2,441+2.9% | $3,518-28.6% |
| Admin fee / account holder | $101 | $224-54.7% | $4,706-97.8% | $224-54.7% |