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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,244 |
LOCAL UNION 124 BENEFIT OFFICE2+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $46,875 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON Service code 29 · EIN 43-1174269 | Legal | $41,453 |
MARCO CONSULTING GROUP2+ years Service code 16 · EIN 36-3555078 | Consulting | $16,751 |
RUBINBROWN LLP2+ years Service code 10 · EIN 43-0765316 | Accounting | $13,700 |
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 | $50,060 | $54,392-8.0% | $84,750-40.9% | $63,975-21.8% |
| Participation rate | 64.8% | 76.9%-12.1pp | 76.6%-11.8pp | 71.1%-6.3pp |
| Annual return | 9.15% | 611.38%-602.2pp | 22.78%-13.6pp | 48.65%-39.5pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,803 | $2,593-30.5% | $3,712-51.4% | $3,356-46.3% |
| Admin fee / account holder | $130 | $136-4.3% | $5,332-97.6% | $70+84.5% |