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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Di... | $42,884 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $9,439 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
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 | $21,395 | $63,905-66.5% | $74,184-71.2% | $57,658-62.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.44% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $240 | $1,840-87.0% | $2,370-89.9% | $1,974-87.8% |
| Participant deferral / active EE | $2,019 | $3,448-41.5% | $3,550-43.1% | $3,061-34.0% |
| Admin fee / account holder | $199 | $91+118.7% | $5,586-96.4% | $95+110.7% |