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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $28,600 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,931 | $71,192+31.9% | $117,854-20.3% | $62,292+50.8% |
| Participation rate | 94.5% | 74.2%+20.3pp | 79.7%+14.8pp | 69.5%+25.0pp |
| Annual return | 11.21% | 18.66%-7.5pp | 335.08%-323.9pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,629 | $1,934-15.8% | $3,786-57.0% | $2,042-20.2% |
| Participant deferral / active EE | $3,426 | $3,189+7.4% | $4,482-23.6% | $3,169+8.1% |
| Admin fee / account holder | $5 | $587-99.2% | $8,020-99.9% | $479-99.0% |