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| Provider | Service type | Compensation |
|---|---|---|
UCTIE 401K SAVINGS PLAN1 year Service code 10 · EIN 20-0485151 | Accounting | $59,584 |
DEAN DORTON ALLEN FORD, PLLC2+ years Filed as: DEAN DELUCIA Service code 14 28 BEAR MOUNTAIN ROAD · RINGWOOD, NJ 074562902 | Plan Administrator | $56,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,922 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $24,779 |
KHOZEM MASTER CPA1 year Service code 49 32 HAVERFORD RD · HICKSVILLE, NY 11801 | Other Services | $21,570 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,445 | $39,859-73.8% | $78,676-86.7% | $57,658-81.9% |
| Participation rate | 93.0% | 66.1%+26.9pp | 73.6%+19.4pp | 70.2%+22.8pp |
| Annual return | 6.45% | 18.96%-12.5pp | 62.19%-55.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,597 | $1,786-10.6% | $2,850-44.0% | $1,974-19.1% |
| Participant deferral / active EE | $359 | $2,248-84.0% | $3,517-89.8% | $3,061-88.3% |
| Admin fee / account holder | $139 | $76+82.9% | $4,510-96.9% | $95+47.4% |