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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,188 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,956 | $73,102-24.8% | $123,544-55.5% | $56,287-2.4% |
| Participation rate | 85.9% | 74.3%+11.6pp | 82.3%+3.6pp | 69.9%+16.0pp |
| Annual return | -7.77% | 3.01%-10.8pp | 119.20%-127.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,923 | $5,423-9.2% | $6,426-23.4% | $3,350+47.0% |
| Admin fee / account holder | $496 | $554-10.4% | $9,284-94.7% | $521-4.8% |