Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,476 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $78,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,511 | $88,122+9.5% | $141,162-31.6% | $67,579+42.8% |
| Participation rate | 97.5% | 76.5%+21.0pp | 82.5%+15.0pp | 71.3%+26.2pp |
| Annual return | 23.19% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $3,313 | $3,224+2.7% | $4,735-30.0% | $2,148+54.2% |
| Participant deferral / active EE | $7,697 | $5,958+29.2% | $6,709+14.7% | $3,539+117.5% |
| Admin fee / account holder | $192 | $131+46.6% | $10,261-98.1% | $142+34.9% |