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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 070866790 | Other Services | $28,961 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,666 |
QUALIFIED PENSION SERVICES, INC.1+ years Filed as: QUALIFIED PENSION SERVICES INC Service code 13 · EIN 84-1365788 7851 S ELATI ST, STE 205 · LITTLETON, CO 801208081 | Contract Administrator | $9,268 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $19,156 | $37,117-48.4% | $147,617-87.0% | $55,191-65.3% |
| Participation rate | 81.5% | 63.6%+17.9pp | 84.6%-3.2pp | 69.2%+12.3pp |
| Annual return | 0.58% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $685 | $1,620-57.7% | $5,564-87.7% | $1,899-63.9% |
| Participant deferral / active EE | $1,938 | $1,985-2.4% | $4,895-60.4% | $3,046-36.4% |
| Admin fee / account holder | $39 | $86-54.7% | $11,612-99.7% | $91-57.3% |