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| Provider | Service type | Compensation |
|---|---|---|
UBIQUITY1 year Filed as: UBIQUITY RETIREMENT & SAVINGS Service code 64 1160 BATTERY STREET · SAN FRANCISCO, CA 94111 | Recordkeeping Fees | $11,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,716 | $73,102-56.6% | $123,553-74.3% | $56,289-43.7% |
| Participation rate | 55.8% | 74.3%-18.5pp | 82.3%-26.5pp | 69.9%-14.1pp |
| Annual return | -5.44% | 3.01%-8.4pp | 119.21%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,867 | $5,423-28.7% | $6,426-39.8% | $3,350+15.4% |
| Admin fee / account holder | $113 | $554-79.5% | $9,284-98.8% | $521-78.2% |