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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,623 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,755 |
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 | $144,420 | $57,330+151.9% | $86,656+66.7% | $75,177+92.1% |
| Participation rate | 98.5% | 63.2%+35.3pp | 71.7%+26.8pp | 67.2%+31.3pp |
| Annual return | 19.73% | 2675.40%-2655.7pp | 593.09%-573.4pp | 160.75%-141.0pp |
| Employer contribution / active EE | $7,521 | $2,316+224.7% | $3,025+148.6% | $2,671+181.6% |
| Participant deferral / active EE | $10,519 | $3,320+216.8% | $4,439+137.0% | $4,126+154.9% |
| Admin fee / account holder | $435 | $4,115-89.4% | $5,619-92.3% | $5,651-92.3% |