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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,471 |
UBS FINANCIAL SERVICES INC5+ years Service code 49 · EIN 51-0120742 | Other Services | $13,989 |
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 | $13,350 | $52,967-74.8% | $172,753-92.3% | $65,186-79.5% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 21.24% | 30.12%-8.9pp | 803.00%-781.8pp | 29.39%-8.1pp |
| Employer contribution / active EE | $576 | $2,190-73.7% | $5,144-88.8% | $2,177-73.5% |
| Participant deferral / active EE | $1,358 | $2,471-45.0% | $5,198-73.9% | $3,514-61.3% |
| Admin fee / account holder | $66 | $472-86.1% | $13,956-99.5% | $847-92.3% |