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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $112,925 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 315 DEADERICK ST · NASHVILLE, TN 372383000 | Advisory (Plan) | $43,712 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SPECIALISTS LTD Service code 13 · EIN 36-3592542 10501 N 2ND ST · MACHESNEY PARK, IL 611151455 | Contract Administrator | $8,717 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,637 | $111,608-76.1% | $177,848-85.0% | $73,412-63.7% |
| Participation rate | 78.7% | 87.9%-9.2pp | 87.7%-9.0pp | 72.2%+6.5pp |
| Annual return | -3.75% | 18.23%-22.0pp | 48.33%-52.1pp | 59.30%-63.0pp |
| Employer contribution / active EE | $838 | $3,796-77.9% | $5,919-85.8% | $2,234-62.5% |
| Participant deferral / active EE | $5,807 | $6,199-6.3% | $7,714-24.7% | $3,806+52.6% |
| Admin fee / account holder | $304 | $166+83.4% | $12,431-97.6% | $158+92.4% |