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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH SREET · DES MOINES, IA 50392 | Contract Administrator | $5,861 |
JOSEPH BARRY CO LLC3+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
UBS FINANCIAL SERVICES INC3+ 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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. 51-0120 Service code 49 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 INCORPORATED3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,055 | $55,453+66.0% | $170,435-46.0% | $62,293+47.8% |
| Participation rate | 20.8% | 66.4%-45.6pp | 83.6%-62.8pp | 69.5%-48.7pp |
| Annual return | 8.90% | 21.38%-12.5pp | 205.94%-197.0pp | 28.90%-20.0pp |
| Employer contribution / active EE | $337 | $2,164-84.4% | $5,432-93.8% | $2,042-83.5% |
| Participant deferral / active EE | $760 | $2,303-67.0% | $4,939-84.6% | $3,169-76.0% |
| Admin fee / account holder | $166 | $455-63.6% | $13,881-98.8% | $479-65.4% |