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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,956 |
LOCAL UNION 124 BENEFIT OFFICE3+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $48,034 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON Service code 29 · EIN 43-1174269 | Legal | $34,641 |
MARCO CONSULTING GROUP3+ years Service code 16 · EIN 36-3555078 | Consulting | $16,352 |
RUBINBROWN LLP3+ years Service code 10 · EIN 43-0765316 | Accounting | $14,600 |
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 | $54,073 | $221,442-75.6% | $92,233-41.4% | $77,958-30.6% |
| Participation rate | 63.3% | 79.6%-16.3pp | 76.5%-13.2pp | 71.6%-8.4pp |
| Annual return | 16.07% | 15.65%+0.4pp | 176.28%-160.2pp | 20.87%-4.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $3,679-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,812 | $2,779-34.8% | $3,897-53.5% | $3,537-48.8% |
| Admin fee / account holder | $115 | $210-45.1% | $5,194-97.8% | $97+18.1% |