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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,723 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $20,289 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,295 | $74,498-56.7% | $94,229-65.7% | $59,188-45.4% |
| Participation rate | 95.9% | 76.8%+19.1pp | 78.8%+17.2pp | 69.4%+26.5pp |
| Annual return | -0.05% | 2.76%-2.8pp | 10.68%-10.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,086 | $2,077-47.7% | $3,587-69.7% | $2,098-48.2% |
| Participant deferral / active EE | $3,073 | $3,433-10.5% | $4,320-28.9% | $3,265-5.9% |
| Admin fee / account holder | $40 | $103-61.4% | $6,269-99.4% | $92-56.9% |