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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $148,854 |
Service code 99 · EIN 20-8874282 | Other Fees | $65,083 |
Filed as: UNIVERSAL TRAILER CORPORATION Service code 99 PO BOX 320 · CRESCO, IA 52136 | Other Fees | $19,950 |
Service code 99 · EIN 56-0571159 | Other Fees | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $16,783 | $185,342-90.9% | $111,303-84.9% | $86,813-80.7% |
| Participation rate | 88.5% | 81.0%+7.5pp | 77.3%+11.2pp | 72.3%+16.2pp |
| Annual return | 15.31% | 500.80%-485.5pp | 54.66%-39.4pp | 97.93%-82.6pp |
| Employer contribution / active EE | $112 | $2,246-95.0% | $2,731-95.9% | $2,406-95.3% |
| Participant deferral / active EE | $1,532 | $4,458-65.6% | $4,487-65.8% | $4,131-62.9% |
| Admin fee / account holder | $87 | $255-65.9% | $7,966-98.9% | $170-48.7% |