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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 49 · EIN 51-0120742 | Other Services | $13,167 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,391 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,857 | $47,977-77.4% | $154,108-93.0% | $56,289-80.7% |
| Participation rate | 92.8% | 66.2%+26.6pp | 83.0%+9.8pp | 69.9%+23.0pp |
| Annual return | -2.67% | 3.54%-6.2pp | 735.21%-737.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $513 | $2,169-76.4% | $5,298-90.3% | $2,111-75.7% |
| Participant deferral / active EE | $1,393 | $2,392-41.8% | $5,081-72.6% | $3,350-58.4% |
| Admin fee / account holder | $49 | $438-88.9% | $13,411-99.6% | $521-90.7% |