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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $240,140 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 | Contract Administrator | $72,426 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,888 |
BANC OF CALIFORNIA1 year Service code 49 · EIN 95-6047013 | Other Services | $40,227 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,617 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,759 | $122,585-5.6% | $184,256-37.2% | $200,096-42.1% |
| Participation rate | 95.3% | 86.9%+8.4pp | 86.8%+8.5pp | 72.0%+23.3pp |
| Annual return | 16.95% | 144.12%-127.2pp | 28.85%-11.9pp | 34.26%-17.3pp |
| Employer contribution / active EE | $4,604 | $4,571+0.7% | $6,427-28.4% | $3,038+51.6% |
| Participant deferral / active EE | $10,458 | $7,972+31.2% | $9,133+14.5% | $5,090+105.5% |
| Admin fee / account holder | $150 | $120+24.9% | $13,899-98.9% | $269-44.3% |