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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,359 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,654 | $58,311+187.5% | $81,882+104.8% | $80,959+107.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.08% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $7,983 | $2,347+240.2% | $2,916+173.8% | $2,757+189.5% |
| Participant deferral / active EE | $11,604 | $3,287+253.0% | $4,323+168.4% | $4,300+169.8% |
| Admin fee / account holder | $511 | $4,752-89.2% | $7,360-93.1% | $6,925-92.6% |