Filed August 10, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WTFSC1+ years Service code 15 · EIN 51-0099033 | Recordkeeping | $47,006 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 16 · EIN 13-2638166 | Consulting | $22,008 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,013 | $62,324-43.8% | $68,509-48.9% | $55,191-36.6% |
| Participation rate | 62.9% | 78.9%-16.0pp | 74.7%-11.8pp | 69.2%-6.3pp |
| Annual return | -4.71% | 4.26%-9.0pp | 8.27%-13.0pp | 10.78%-15.5pp |
| Employer contribution / active EE | $716 | $2,223-67.8% | $2,278-68.6% | $1,899-62.3% |
| Participant deferral / active EE | $1,775 | $3,425-48.2% | $3,382-47.5% | $3,046-41.7% |
| Admin fee / account holder | $281 | $91+207.2% | $5,275-94.7% | $91+209.2% |