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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $317,636 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,152 | $84,000-35.5% | $119,634-54.7% | $77,906-30.5% |
| Participation rate | 76.1% | 77.8%-1.7pp | 79.3%-3.1pp | 73.7%+2.4pp |
| Annual return | -16.74% | -11.59%-5.1pp | -14.98%-1.8pp | 12.16%-28.9pp |
| Employer contribution / active EE | $1,097 | $2,907-62.3% | $4,232-74.1% | $2,846-61.5% |
| Participant deferral / active EE | $3,798 | $4,705-19.3% | $5,601-32.2% | $4,805-21.0% |
| Admin fee / account holder | $155 | $116+34.1% | $10,329-98.5% | $133+17.2% |