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| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: UNION SPECIAL RETIREMENT Service code 13 · EIN 26-2167565 | Contract Administrator | $14,441 |
Service code 27 · EIN 47-2674388 | Advisory (Plan) | $10,091 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $9,800 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,996 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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.
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 | $102,012 | $65,378+56.0% | $87,103+17.1% | $65,186+56.5% |
| Participation rate | 80.9% | 75.3%+5.6pp | 76.9%+4.0pp | 70.2%+10.7pp |
| Annual return | 14.63% | 31.28%-16.6pp | 28.19%-13.6pp | 29.39%-14.8pp |
| Employer contribution / active EE | $174 | $1,823-90.5% | $2,521-93.1% | $2,177-92.0% |
| Participant deferral / active EE | $3,020 | $3,389-10.9% | $4,049-25.4% | $3,514-14.1% |
| Admin fee / account holder | $461 | $520-11.4% | $7,491-93.8% | $847-45.6% |