Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $101,886 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,077 |
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 | $76,665 | $88,324-13.2% | $115,038-33.4% | $55,191+38.9% |
| Participation rate | 94.3% | 72.5%+21.7pp | 81.4%+12.9pp | 69.2%+25.1pp |
| Annual return | 3.92% | 6.30%-2.4pp | 26.14%-22.2pp | 10.78%-6.9pp |
| Employer contribution / active EE | $3,115 | $2,805+11.0% | $4,608-32.4% | $1,899+64.0% |
| Participant deferral / active EE | $7,022 | $5,042+39.3% | $6,026+16.5% | $3,046+130.5% |
| Admin fee / account holder | $13 | $105-87.3% | $8,175-99.8% | $91-85.3% |