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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,978 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $3,758 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,219 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
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.
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 | $13,207 | $73,102-81.9% | $123,553-89.3% | $56,289-76.5% |
| Participation rate | 91.9% | 74.3%+17.5pp | 82.3%+9.6pp | 69.9%+22.0pp |
| Annual return | 11.96% | 3.01%+9.0pp | 119.21%-107.2pp | -9.96%+21.9pp |
| Employer contribution / active EE | $585 | $2,977-80.3% | $4,628-87.4% | $2,111-72.3% |
| Participant deferral / active EE | $2,971 | $5,423-45.2% | $6,426-53.8% | $3,350-11.3% |
| Admin fee / account holder | $59 | $554-89.4% | $9,284-99.4% | $521-88.7% |