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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,217 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,174 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPA Service code 10 · EIN 22-2428965 | Accounting | $20,475 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,066 | $2,687,218-96.5% | $165,071-43.6% | $199,960-53.5% |
| Participation rate | 35.5% | 78.3%-42.8pp | 78.6%-43.1pp | 72.0%-36.5pp |
| Annual return | 11.69% | 17.94%-6.3pp | 70.17%-58.5pp | 34.28%-22.6pp |
| Employer contribution / active EE | $0 | $2,958-100.0% | $4,347-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $2,395 | $5,002-52.1% | $6,035-60.3% | $5,087-52.9% |
| Admin fee / account holder | $180 | $1,988-91.0% | $12,695-98.6% | $269-33.2% |