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| Provider | Service type | Compensation |
|---|---|---|
UNITED BROKERAGE SERVICES3+ years Filed as: UNITED BROKERAGE SERVICES INC Service code 49 · EIN 55-0742331 | Other Services | $3,648 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,049 | $80,753-71.5% | $136,298-83.1% | $62,293-63.0% |
| Participation rate | 76.3% | 73.5%+2.8pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 43.22% | 35.83%+7.4pp | 5156.27%-5113.1pp | 28.90%+14.3pp |
| Employer contribution / active EE | $1,453 | $2,884-49.6% | $4,696-69.1% | $2,042-28.9% |
| Participant deferral / active EE | $4,837 | $5,164-6.3% | $6,247-22.6% | $3,169+52.6% |
| Admin fee / account holder | $17 | $525-96.8% | $9,244-99.8% | $479-96.5% |