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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,579 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,005 |
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 | $22,866 | $62,686-63.5% | $178,505-87.2% | $77,762-70.6% |
| Participation rate | 95.0% | 66.9%+28.1pp | 77.1%+17.9pp | 70.6%+24.4pp |
| Annual return | 14.26% | 16.16%-1.9pp | 27.16%-12.9pp | 31.27%-17.0pp |
| Employer contribution / active EE | $584 | $1,914-69.5% | $3,955-85.2% | $2,728-78.6% |
| Participant deferral / active EE | $3,357 | $4,224-20.5% | $6,280-46.6% | $4,651-27.8% |
| Admin fee / account holder | $60 | $386-84.4% | $10,428-99.4% | $433-86.1% |