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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $523,207 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICE Service code 26 · EIN 13-2638166 | Advisory (Participants) | $84,137 |
SFC CPAS AND CONSULTANTS1 year Filed as: SFC CERTIFIED PUBLIC Service code 10 · EIN 75-2593210 | Accounting | $18,500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,622 | $122,128-55.3% | $147,117-62.9% | $200,096-72.7% |
| Participation rate | 80.1% | 78.2%+1.9pp | 82.2%-2.1pp | 72.0%+8.1pp |
| Annual return | 12.62% | 30.58%-18.0pp | 420.54%-407.9pp | 34.26%-21.6pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,048 | $8,484-64.1% | $8,065-62.2% | $5,090-40.1% |
| Admin fee / account holder | $101 | $180-43.8% | $12,993-99.2% | $269-62.5% |