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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,562 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $39,035 |
RAVEN UNION BENEFITS1 year Filed as: RAVEN UNION BENEFITS ADMINISTRATION Service code 14 · EIN 93-1700163 | Plan Administrator | $14,807 |
ESOP LAW GROUP5 years Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 15 · EIN 68-0195995 | Recordkeeping | $12,756 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $7,859 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 31.50% | 9.11%+22.4pp | 9.57%+21.9pp | 15.19%+16.3pp |
| Employer contribution / active EE | $0 | $34,784-100.0% | $26,706-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |