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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,175 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 · EIN 51-0120742 1285 AVENUE OF THE AMERICAS · NEW YORK, NJ 90017 | Other Services | $13,353 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $11,576 |
Service code 13 · EIN 20-2274261 PO BOX 7247 · WACO, TN 10019 | Contract Administrator | $10,176 |
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 | $34,651 | $75,183-53.9% | $123,894-72.0% | $55,167-37.2% |
| Participation rate | 70.3% | 72.8%-2.5pp | 81.4%-11.1pp | 69.0%+1.3pp |
| Annual return | 26.55% | 19.01%+7.5pp | 47.52%-21.0pp | 169.23%-142.7pp |
| Employer contribution / active EE | $1,889 | $2,823-33.1% | $4,617-59.1% | $1,963-3.8% |
| Participant deferral / active EE | $5,538 | $5,084+8.9% | $5,984-7.5% | $3,054+81.3% |
| Admin fee / account holder | $200 | $663-69.9% | $8,357-97.6% | $504-60.4% |