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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP2+ years Service code 10 · EIN 13-3364256 | Accounting | $73,470 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,732 |
THE WHITLOCK COMPANY1 year Filed as: THE WHITLOCK COMPANY LLP. Service code 10 · EIN 43-1365401 | Accounting | $7,000 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,014 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 2.10% | 16.85%-14.7pp | 5.44%-3.3pp | 11.88%-9.8pp |
| Employer contribution / active EE | $18,121 | $10,313+75.7% | $25,481-28.9% | $14,612+24.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |