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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,565 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,614 |
NICHOLAS PENSION CONSULTANTS4 years Service code 13 · EIN 27-1186851 | Contract Administrator | $13,148 |
Filed as: NICHOLAS PENSION CONSULTANTS INC Service code 13 | Contract Administrator | $1,162 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,560 | $55,423-7.0% | $155,602-66.9% | $74,400-30.7% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 9.77% | 269.07%-259.3pp | 64.81%-55.0pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $2,896 | $2,266+27.8% | $4,675-38.1% | $2,624+10.3% |
| Participant deferral / active EE | $3,248 | $2,835+14.6% | $5,629-42.3% | $4,348-25.3% |
| Admin fee / account holder | $312 | $1,744-82.1% | $15,923-98.0% | $1,944-83.9% |