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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,578 |
CLIFTONLARSONALLEN LLP8 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,280 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 42 PENSION PLAN Service code 14 · EIN 23-7404110 | Plan Administrator | $12,352 |
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 | $53,505 | $82,979-35.5% | $102,412-47.8% | $77,736-31.2% |
| Participation rate | 96.9% | 71.5%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 13.57% | 19.11%-5.5pp | 24.94%-11.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $3,006 | $3,554-15.4% | $3,870-22.3% | $2,728+10.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $288 | $639-54.9% | $8,388-96.6% | $433-33.5% |