Filed May 29, 2019 (most recent of 3 filings on file)
Total covered: 115 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $56,250 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $38,093 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & COMPANY, LLP Service code 49 · EIN 16-1131146 | Other Services | $14,500 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $3,422 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,043 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK Service code 49 · EIN 16-1608956 | Other Services | $1,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,728 | $86,791-43.9% | $115,037-57.6% | $59,188-17.7% |
| Participation rate | 55.3% | 72.8%-17.6pp | 81.4%-26.1pp | 69.4%-14.2pp |
| Annual return | 0.08% | 4.44%-4.4pp | 26.14%-26.1pp | 5.51%-5.4pp |
| Employer contribution / active EE | $981 | $2,950-66.7% | $4,608-78.7% | $2,098-53.2% |
| Participant deferral / active EE | $4,444 | $5,298-16.1% | $6,026-26.3% | $3,265+36.1% |
| Admin fee / account holder | $34 | $95-64.2% | $8,175-99.6% | $92-63.2% |