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| Provider | Service type | Compensation |
|---|---|---|
UCTIE 401K SAVINGS PLAN3 years Service code 13 · EIN 20-0485151 | Contract Administrator | $67,175 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,605 |
DEAN DORTON ALLEN FORD, PLLC4+ years Filed as: DEAN DELUCIA Service code 14 28 BEAR MOUNTAIN ROAD · RINGWOOD, NJ 07456 | Plan Administrator | $57,200 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $38,563 |
KHOZEM MASTER CPA3 years Service code 10 32 HAVERFORD ROAD · HICKSVILLE, NY 11801 | Accounting | $17,100 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $11,660 | $43,999-73.5% | $79,467-85.3% | $55,725-79.1% |
| Participation rate | 93.3% | 66.9%+26.3pp | 73.3%+19.9pp | 70.9%+22.4pp |
| Annual return | -9.24% | 1.81%-11.1pp | 718.30%-727.5pp | 244.93%-254.2pp |
| Employer contribution / active EE | $1,996 | $1,830+9.1% | $2,800-28.7% | $2,078-4.0% |
| Participant deferral / active EE | $290 | $2,538-88.6% | $3,704-92.2% | $3,356-91.4% |
| Admin fee / account holder | $149 | $118+27.0% | $5,104-97.1% | $115+29.6% |