Filed March 8, 2016
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $50,000 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,422 |
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 | $75,089 | $130,052-42.3% | $86,717-13.4% | $77,906-3.6% |
| Participation rate | 66.2% | 85.9%-19.7pp | 76.6%-10.4pp | 73.7%-7.5pp |
| Annual return | -17.65% | -12.73%-4.9pp | 35.97%-53.6pp | 12.16%-29.8pp |
| Employer contribution / active EE | $4,252 | $3,214+32.3% | $2,837+49.9% | $2,846+49.4% |
| Participant deferral / active EE | $5,642 | $5,741-1.7% | $4,657+21.2% | $4,805+17.4% |
| Admin fee / account holder | $58 | $132-56.0% | $7,494-99.2% | $133-56.3% |