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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,688 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $14,029 |
PLUMBERS LOCAL UNION NO. 6902 years Filed as: PLUMBERS & STEAMFITTERS 42 PENSION Service code 14 · EIN 23-7404110 | Plan Administrator | $11,871 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,028 | $106,236-51.0% | $112,263-53.7% | $64,824-19.7% |
| Participation rate | 95.8% | 71.7%+24.1pp | 75.1%+20.8pp | 71.5%+24.3pp |
| Annual return | -12.88% | -6.02%-6.9pp | 27.49%-40.4pp | 32.84%-45.7pp |
| Employer contribution / active EE | $3,246 | $3,167+2.5% | $3,636-10.7% | $2,507+29.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $309 | $452-31.6% | $6,410-95.2% | $188+64.4% |