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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 NOT REQUIRED · NOT REQUIRED, NY 50306 | Contract Administrator | $158,528 |
MAGII PENSION SERVICES LLC3+ years Service code 13 · EIN 26-2480211 NOT REQUIRED · NOT REQUIRED, NY 11791 | Contract Administrator | $25,249 |
Service code 27 · EIN 82-1646066 NOT REQUIRED · NOT REQUIRED, CT 06484 | Advisory (Plan) | $25,000 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 N/A · NOT REQUIRED, CT 06901 | Advisory (Plan) | $25,000 |
RSM US LLP1 year Service code 49 · EIN 42-0714325 NOT REQUIRED · NOT REQUIRED, CT 06880 | Other Services | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,526 | $69,305+45.0% | $82,312+22.1% | $69,631+44.4% |
| Participation rate | 84.4% | 80.3%+4.1pp | 76.9%+7.5pp | 70.7%+13.7pp |
| Annual return | 11.87% | 21.47%-9.6pp | 25.88%-14.0pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $2,556 | $1,887+35.5% | $2,428+5.3% | $2,032+25.8% |
| Participant deferral / active EE | $3,112 | $3,568-12.8% | $3,706-16.0% | $3,224-3.5% |
| Admin fee / account holder | $652 | $97+571.3% | $5,608-88.4% | $110+490.7% |