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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH6+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $24,440 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,355 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,798 |
INTAC ACTUARIAL SERVICES6+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $6,000 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $2,436 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,829 | $59,804-15.0% | $81,982-38.0% | $79,856-36.3% |
| Participation rate | 94.6% | 61.6%+33.0pp | 69.3%+25.4pp | 69.6%+25.0pp |
| Annual return | 6.27% | 17.56%-11.3pp | 41.31%-35.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,227 | $1,713-28.4% | $2,498-50.9% | $2,471-50.3% |
| Participant deferral / active EE | $776 | $2,695-71.2% | $3,722-79.2% | $3,741-79.3% |
| Admin fee / account holder | $375 | $4,288-91.3% | $5,665-93.4% | $5,306-92.9% |