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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,467 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,940 |
Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
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 | $17,544 | $61,391-71.4% | $149,723-88.3% | $71,529-75.5% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.4pp | 67.9%+22.2pp |
| Annual return | 15.05% | 35.88%-20.8pp | 134.50%-119.4pp | 28.97%-13.9pp |
| Employer contribution / active EE | $604 | $2,384-74.7% | $4,821-87.5% | $2,590-76.7% |
| Participant deferral / active EE | $1,524 | $2,921-47.8% | $5,682-73.2% | $4,291-64.5% |
| Admin fee / account holder | $207 | $1,264-83.6% | $13,215-98.4% | $1,588-86.9% |