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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,087 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $17,955 |
RAVEN UNION BENEFITS1 year Filed as: RAVEN UNION BENEFITS ADMIN Service code 14 · EIN 93-1700163 | Plan Administrator | $10,250 |
Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 7.99% | 7.46%+0.5pp | 8.10%-0.1pp | 13.05%-5.1pp |
| Employer contribution / active EE | $2,113 | $34,689-93.9% | $28,649-92.6% | $37,664-94.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |