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| Provider | Service type | Compensation |
|---|---|---|
RAVEN UNION BENEFITS ADM1 year 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 | $81,557-71.1% | $123,973-81.0% | $65,191-63.9% |
| Participation rate | 80.8% | 77.8%+3.0pp | 76.7%+4.2pp | 63.0%+17.8pp |
| Annual return | 8.95% | 11.45%-2.5pp | 388.13%-379.2pp | 51.24%-42.3pp |
| Employer contribution / active EE | $372 | $4,637-92.0% | $4,126-91.0% | $2,400-84.5% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $39 | $1,040-96.2% | $11,799-99.7% | $907-95.7% |