Filed December 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,875 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,167 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1607635 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,371 | $90,410-70.8% | $91,004-71.0% | $77,958-66.2% |
| Participation rate | 91.3% | 86.4%+4.9pp | 75.6%+15.7pp | 71.6%+19.7pp |
| Annual return | 12.46% | 21.34%-8.9pp | 4.60%+7.9pp | 20.87%-8.4pp |
| Employer contribution / active EE | $1,247 | $3,392-63.2% | $2,456-49.2% | $2,310-46.0% |
| Participant deferral / active EE | $1,912 | $4,816-60.3% | $3,548-46.1% | $3,537-45.9% |
| Admin fee / account holder | $37 | $79-52.6% | $5,417-99.3% | $97-61.6% |