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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $332,183 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,867 |
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 | $55,546 | $82,783-32.9% | $133,978-58.5% | $90,274-38.5% |
| Participation rate | 96.1% | 81.3%+14.8pp | 79.8%+16.3pp | 73.4%+22.7pp |
| Annual return | 17.16% | 21.89%-4.7pp | 45.10%-27.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,202 | $2,388-49.7% | $3,919-69.3% | $2,523-52.4% |
| Participant deferral / active EE | $3,923 | $4,291-8.6% | $5,047-22.3% | $4,231-7.3% |
| Admin fee / account holder | $158 | $93+70.0% | $8,930-98.2% | $114+38.4% |