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| Provider | Service type | Compensation |
|---|---|---|
UCTIE 401K SAVINGS PLAN2 years Service code 13 · EIN 13-3647412 | Contract Administrator | $70,210 |
DEAN DORTON ALLEN FORD, PLLC3+ years Filed as: DEAN DELUCIA Service code 14 28 BEAR MOUNTAIN ROAD · RINGWOOD, NJ 07456 | Plan Administrator | $55,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,942 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $30,396 |
KHOZEM MASTER CPA2 years Service code 10 32 HAVERFORD ROAD · HICKSVILLE, NY 11801 | Accounting | $17,650 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $11,446 | $46,100-75.2% | $86,582-86.8% | $69,631-83.6% |
| Participation rate | 95.8% | 67.2%+28.6pp | 73.5%+22.2pp | 70.7%+25.1pp |
| Annual return | 17.00% | 21.02%-4.0pp | 965.08%-948.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,535 | $1,850+37.0% | $2,839-10.7% | $2,032+24.7% |
| Participant deferral / active EE | $306 | $2,432-87.4% | $3,609-91.5% | $3,224-90.5% |
| Admin fee / account holder | $120 | $94+27.6% | $4,904-97.6% | $110+8.4% |