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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $28,448 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,594 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $9,475 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 13 · EIN 95-2755361 | Contract Administrator | $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 | $20,061 | $36,916-45.7% | $156,551-87.2% | $57,658-65.2% |
| Participation rate | 82.2% | 63.4%+18.8pp | 84.0%-1.8pp | 70.2%+12.0pp |
| Annual return | 9.79% | 12.38%-2.6pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $886 | $1,571-43.6% | $5,501-83.9% | $1,974-55.1% |
| Participant deferral / active EE | $2,667 | $1,926+38.5% | $4,871-45.3% | $3,061-12.9% |
| Admin fee / account holder | $34 | $82-59.2% | $13,028-99.7% | $95-64.4% |