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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,204 |
LOCAL UNION 124 BENEFIT OFFICE10+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $95,950 |
Service code 29 · EIN 43-1174269 | Legal | $66,426 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,322 |
RUBINBROWN LLP10+ years Service code 10 · EIN 43-0765316 | Accounting | $19,100 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Service code 10 · EIN 43-1244218 | Accounting | $8,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,604 | $241,101-76.5% | $103,333-45.2% | $199,593-71.6% |
| Participation rate | 69.6% | 78.3%-8.6pp | 74.5%-4.9pp | 72.0%-2.3pp |
| Annual return | 12.43% | 17.80%-5.4pp | 24.88%-12.5pp | 34.25%-21.8pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,340 | $3,958-15.6% | $5,057-34.0% | $5,087-34.3% |
| Admin fee / account holder | $132 | $288-54.0% | $8,355-98.4% | $269-50.8% |