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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,451 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,882 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,100 | $55,470-72.8% | $155,556-90.3% | $74,478-79.7% |
| Participation rate | 81.0% | 61.9%+19.1pp | 78.2%+2.8pp | 67.2%+13.8pp |
| Annual return | 10.97% | 269.80%-258.8pp | 64.84%-53.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $541 | $2,267-76.1% | $4,675-88.4% | $2,626-79.4% |
| Participant deferral / active EE | $1,260 | $2,838-55.6% | $5,631-77.6% | $4,350-71.0% |
| Admin fee / account holder | $195 | $1,744-88.8% | $15,885-98.8% | $1,946-90.0% |