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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 | $122,219-55.3% | $147,096-62.9% | $199,921-72.7% |
| Participation rate | 80.1% | 78.3%+1.8pp | 82.2%-2.1pp | 72.0%+8.1pp |
| Annual return | 12.62% | 30.59%-18.0pp | 419.75%-407.1pp | 34.28%-21.7pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $3,048 | $8,503-64.2% | $8,071-62.2% | $5,089-40.1% |
| Admin fee / account holder | $101 | $179-43.7% | $13,005-99.2% | $269-62.5% |