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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,550 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $9,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,283 | $46,360-56.2% | $147,617-86.3% | $52,331-61.2% |
| Participation rate | 68.1% | 64.9%+3.2pp | 84.6%-16.5pp | 68.1%0pp |
| Annual return | -2.29% | 1.62%-3.9pp | 61.98%-64.3pp | 4.54%-6.8pp |
| Employer contribution / active EE | $573 | $2,126-73.0% | $5,564-89.7% | $1,882-69.5% |
| Participant deferral / active EE | $1,338 | $2,258-40.7% | $4,895-72.7% | $3,022-55.7% |
| Admin fee / account holder | $124 | $766-83.8% | $11,612-98.9% | $592-79.0% |