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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 49 · EIN 51-0120742 | Other Services | $6,541 |
UNITED BENEFIT PENSIONS INC.2 years Service code 49 | Other Services | $1,090 |
OTHER2 years Service code 49 · EIN 36-4317381 | Other Services | $350 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $346 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $220 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INV. MGMNT, INC. Service code 27 | Advisory (Plan) | $20 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: UNITED BENEFIT PENSIONS INC Service code 49 · EIN 36-4517541 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,919 | $55,453-11.8% | $170,435-71.3% | $62,293-21.5% |
| Participation rate | 13.4% | 66.4%-53.0pp | 83.6%-70.2pp | 69.5%-56.1pp |
| Annual return | 7.69% | 21.38%-13.7pp | 205.94%-198.3pp | 28.90%-21.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $760 | $2,303-67.0% | $4,939-84.6% | $3,169-76.0% |
| Admin fee / account holder | $17 | $455-96.3% | $13,881-99.9% | $479-96.5% |