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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,465 |
LOCAL UNION 124 BENEFIT OFFICE5+ years Service code 13 · EIN 43-1662293 | Contract Administrator | $85,631 |
Service code 29 · EIN 43-1174269 | Legal | $44,843 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $18,527 |
RUBINBROWN LLP5+ years Service code 10 · EIN 43-0765316 | Accounting | $15,500 |
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 | $56,357 | $66,051-14.7% | $92,893-39.3% | $77,787-27.5% |
| Participation rate | 65.5% | 81.0%-15.5pp | 76.0%-10.5pp | 73.2%-7.7pp |
| Annual return | 22.18% | 20.69%+1.5pp | 109.41%-87.2pp | 32.57%-10.4pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,653-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,938 | $3,013-35.7% | $4,236-54.2% | $3,967-51.1% |
| Admin fee / account holder | $136 | $148-8.3% | $5,794-97.7% | $100+35.4% |