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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,050 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
UBS FINANCIAL SERVICES INC1+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $62,312 | $60,165+3.6% | $74,184-16.0% | $55,167+13.0% |
| Participation rate | 87.1% | 74.2%+13.0pp | 76.6%+10.5pp | 69.0%+18.1pp |
| Annual return | 3.61% | 10.00%-6.4pp | 17.74%-14.1pp | 169.23%-165.6pp |
| Employer contribution / active EE | $495 | $1,600-69.1% | $2,370-79.1% | $1,963-74.8% |
| Participant deferral / active EE | $2,689 | $2,973-9.5% | $3,550-24.3% | $3,054-12.0% |
| Admin fee / account holder | $28 | $419-93.3% | $5,586-99.5% | $504-94.4% |