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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH2+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $25,235 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,106 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $8,677 |
INTAC ACTUARIAL SERVICES2+ years Service code 13 | Contract Administrator | $3,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,122 | $44,425-11.9% | $67,834-42.3% | $55,167-29.1% |
| Participation rate | 97.0% | 59.7%+37.3pp | 68.8%+28.2pp | 69.0%+28.0pp |
| Annual return | 4.96% | 17.80%-12.8pp | 138.47%-133.5pp | 169.23%-164.3pp |
| Employer contribution / active EE | $3,638 | $1,351+169.2% | $2,403+51.4% | $1,963+85.4% |
| Participant deferral / active EE | $1,894 | $2,166-12.5% | $3,160-40.1% | $3,054-38.0% |
| Admin fee / account holder | $379 | $530-28.6% | $4,622-91.8% | $504-24.9% |