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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $305,511 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,775 |
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 | $46,262 | $84,993-45.6% | $129,995-64.4% | $80,160-42.3% |
| Participation rate | 95.1% | 79.5%+15.6pp | 78.5%+16.7pp | 72.9%+22.2pp |
| Annual return | 18.29% | 23.76%-5.5pp | -137.18%+155.5pp | 40.38%-22.1pp |
| Employer contribution / active EE | $1,168 | $3,051-61.7% | $4,320-73.0% | $2,978-60.8% |
| Participant deferral / active EE | $3,894 | $4,984-21.9% | $5,820-33.1% | $5,017-22.4% |
| Admin fee / account holder | $109 | $391-72.1% | $10,614-99.0% | $145-24.8% |