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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,158 |
IBEW-NECA SERVICE CENTER4+ years Filed as: IBEW 124 BENEFITS CENTER, INC. Service code 13 · EIN 43-1662293 | Contract Administrator | $92,590 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD NEWBOLD WINTER JACKSON Service code 29 · EIN 43-1174269 | Legal | $60,736 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $22,083 |
RUBINBROWN LLP4+ years Service code 10 · EIN 43-0765316 | Accounting | $15,050 |
Service code 49 · EIN 43-1244218 | Other Services | $7,090 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,783 | $60,396+27.1% | $83,831-8.4% | $75,289+2.0% |
| Participation rate | 96.6% | 80.7%+15.9pp | 76.1%+20.5pp | 72.4%+24.2pp |
| Annual return | -5.69% | 3.84%-9.5pp | 850.99%-856.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $4,090 | $3,343+22.3% | $3,631+12.6% | $2,405+70.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $113 | $141-20.3% | $5,479-97.9% | $102+10.0% |