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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $8,661 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,072 | $56,197-42.9% | $67,652-52.6% | $59,633-46.2% |
| Participation rate | 39.8% | 71.5%-31.7pp | 75.7%-35.9pp | 68.7%-28.9pp |
| Annual return | -1.37% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $251 | $1,615-84.5% | $2,266-88.9% | $2,203-88.6% |
| Participant deferral / active EE | $1,426 | $2,844-49.9% | $3,560-60.0% | $3,192-55.3% |
| Admin fee / account holder | $131 | $3,958-96.7% | $4,821-97.3% | $4,297-96.9% |