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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $1,735 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 9TH FL AMERICAN INTERNATIONAL PLAZA · SAN JAUN, PR 00918 | Bank Trustee | $155 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $7,139 | $46,732-84.7% | $156,551-95.4% | $55,167-87.1% |
| Participation rate | 87.9% | 65.8%+22.1pp | 84.0%+3.9pp | 69.0%+19.0pp |
| Annual return | 8.62% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $383 | $2,105-81.8% | $5,501-93.0% | $1,963-80.5% |
| Participant deferral / active EE | $394 | $2,204-82.1% | $4,871-91.9% | $3,054-87.1% |
| Admin fee / account holder | $14 | $418-96.7% | $13,028-99.9% | $504-97.2% |