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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,803 |
LOCAL UNION 124 BENEFIT OFFICE4+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $63,934 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON Service code 29 · EIN 43-1174269 | Legal | $37,381 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $22,083 |
RUBINBROWN LLP4+ years Service code 10 · EIN 43-0765316 | Accounting | $15,050 |
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 | $49,488 | $60,396-18.1% | $83,848-41.0% | $75,289-34.3% |
| Participation rate | 63.0% | 80.7%-17.7pp | 76.1%-13.1pp | 72.4%-9.4pp |
| Annual return | -5.60% | 3.84%-9.4pp | 850.88%-856.5pp | -0.04%-5.6pp |
| Employer contribution / active EE | $0 | $3,343-100.0% | $3,631-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,671 | $2,922-42.8% | $4,082-59.1% | $3,739-55.3% |
| Admin fee / account holder | $125 | $141-11.6% | $5,478-97.7% | $102+22.1% |