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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $20,881 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,053 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 | Advisory (Plan) | $12,016 |
THE WHITLOCK COMPANY1+ years Service code 10 · EIN 43-1365401 | Accounting | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.47% | -1.56%-0.9pp | -3.43%+1.0pp | 2.81%-5.3pp |
| Employer contribution / active EE | $20,003 | $14,048+42.4% | $25,607-21.9% | $16,358+22.3% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |