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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH SREET · DES MOINES, IA 50392 | Contract Administrator | $6,355 |
JOSEPH BARRY CO LLC4+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
Filed as: UBX FINANCIAL SERVICES INC. Service code 49 · EIN 51-0120742 PO BOX 766 · UNION CITY, NJ 07087 | Other Services | $0 |
Service code 49 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 INCORPORATED4+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,659 | $47,977+3.5% | $154,108-67.8% | $56,289-11.8% |
| Participation rate | 31.9% | 66.2%-34.3pp | 83.0%-51.2pp | 69.9%-38.0pp |
| Annual return | -3.36% | 3.54%-6.9pp | 735.21%-738.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $368 | $2,169-83.0% | $5,298-93.1% | $2,111-82.6% |
| Participant deferral / active EE | $1,101 | $2,392-54.0% | $5,081-78.3% | $3,350-67.1% |
| Admin fee / account holder | $111 | $438-74.6% | $13,411-99.2% | $521-78.6% |