Filed March 8, 2016
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $25,000 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,170 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,093 | $144,879-37.8% | $111,319-19.1% | $93,010-3.1% |
| Participation rate | 59.7% | 86.1%-26.5pp | 77.3%-17.6pp | 73.9%-14.2pp |
| Annual return | 12.85% | 18.11%-5.3pp | 54.68%-41.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $2,679 | $3,052-12.2% | $2,732-1.9% | $2,705-1.0% |
| Participant deferral / active EE | $3,965 | $5,576-28.9% | $4,488-11.6% | $4,561-13.1% |
| Admin fee / account holder | $25 | $104-76.2% | $7,966-99.7% | $152-83.8% |