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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH SREET · DES MOINES, IA 50392 | Contract Administrator | $6,263 |
JOSEPH BARRY CO LLC2+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 49 · EIN 51-0120742 PO BOX 766 · UNION CITY, NJ 07087 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. 51-0120 Service code 49 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES 95-2755361 Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,174 | $46,732+54.4% | $156,551-53.9% | $55,167+30.8% |
| Participation rate | 16.5% | 65.8%-49.3pp | 84.0%-67.6pp | 69.0%-52.5pp |
| Annual return | 5.34% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $222 | $2,105-89.5% | $5,501-96.0% | $1,963-88.7% |
| Participant deferral / active EE | $455 | $2,204-79.3% | $4,871-90.6% | $3,054-85.1% |
| Admin fee / account holder | $152 | $418-63.8% | $13,028-98.8% | $504-69.9% |