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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,520 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,665 | $69,774-40.3% | $67,575-38.3% | $74,459-44.0% |
| Participation rate | 94.3% | 71.4%+22.9pp | 72.9%+21.4pp | 67.2%+27.1pp |
| Annual return | 11.45% | -40.53%+52.0pp | 3528.98%-3517.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $955 | $2,710-64.8% | $2,736-65.1% | $2,626-63.6% |
| Participant deferral / active EE | $3,281 | $3,636-9.8% | $4,003-18.0% | $4,350-24.6% |
| Admin fee / account holder | $132 | $890-85.1% | $3,993-96.7% | $1,945-93.2% |