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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,199 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $9,961 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,252 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
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.
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 | $18,078 | $104,336-82.7% | $159,474-88.7% | $86,821-79.2% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.5pp | 72.3%+25.1pp |
| Annual return | 20.12% | 26.32%-6.2pp | 263.68%-243.6pp | 97.94%-77.8pp |
| Employer contribution / active EE | $790 | $3,451-77.1% | $4,831-83.6% | $2,406-67.2% |
| Participant deferral / active EE | $2,940 | $6,837-57.0% | $7,353-60.0% | $4,132-28.8% |
| Admin fee / account holder | $97 | $172-43.7% | $10,802-99.1% | $170-42.8% |