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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,889 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,435 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 42 PENSION PLAN Service code 14 · EIN 23-7404110 | Plan Administrator | $14,969 |
Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $9,350 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 31 · EIN 46-0619194 | Direct payment from the plan; Named f... | $5,703 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $92,224-45.6% | $105,223-52.4% | $79,634-37.1% |
| Participation rate | 95.2% | 69.2%+26.0pp | 75.0%+20.1pp | 62.5%+32.7pp |
| Annual return | 10.90% | 88.65%-77.7pp | 180.65%-169.7pp | 36.46%-25.6pp |
| Employer contribution / active EE | $3,227 | $3,965-18.6% | $3,689-12.5% | $2,529+27.6% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $292 | $1,121-73.9% | $8,859-96.7% | $1,002-70.9% |