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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 | $58,234+187.9% | $81,783+105.0% | $80,874+107.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.08% | 41.70%-28.6pp | 775.05%-762.0pp | 35.62%-22.5pp |
| Employer contribution / active EE | $7,983 | $2,341+240.9% | $2,913+174.1% | $2,756+189.7% |
| Participant deferral / active EE | $11,604 | $3,283+253.5% | $4,320+168.6% | $4,297+170.1% |
| Admin fee / account holder | $511 | $4,982-89.7% | $7,380-93.1% | $6,935-92.6% |