See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $365,832 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,081 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,708 | $91,746-25.1% | $146,665-53.2% | $93,030-26.1% |
| Participation rate | 94.5% | 80.9%+13.5pp | 80.1%+14.4pp | 73.9%+20.6pp |
| Annual return | 15.00% | 18.28%-3.3pp | 22.74%-7.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $1,333 | $2,815-52.6% | $4,136-67.8% | $2,706-50.7% |
| Participant deferral / active EE | $4,598 | $4,589+0.2% | $5,506-16.5% | $4,562+0.8% |
| Admin fee / account holder | $187 | $101+84.6% | $10,280-98.2% | $152+23.1% |