Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAVEN UNION BENEFITS1 year Filed as: RAVEN UNION BENEFITS ADM Service code 10 · EIN 93-1700163 | Accounting | $10,120 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,566 | $88,183-73.3% | $107,187-78.0% | $71,012-66.8% |
| Participation rate | 80.8% | 67.5%+13.3pp | 75.0%+5.8pp | 58.6%+22.3pp |
| Annual return | 8.95% | 16.47%-7.5pp | 204.55%-195.6pp | 37.67%-28.7pp |
| Employer contribution / active EE | $372 | $3,914-90.5% | $3,782-90.2% | $2,348-84.1% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $39 | $1,430-97.3% | $9,162-99.6% | $1,167-96.7% |