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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $406,246 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,560 |
WINDHAM BRANNON2 years Service code 10 · EIN 58-1763439 | Accounting | $19,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,833 | $53,684-87.3% | $170,439-96.0% | $80,976-91.6% |
| Participation rate | 56.9% | 69.2%-12.3pp | 83.6%-26.7pp | 68.3%-11.4pp |
| Annual return | 16.63% | 25.97%-9.3pp | 205.94%-189.3pp | 22.91%-6.3pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $810 | $3,017-73.2% | $4,939-83.6% | $3,848-79.0% |
| Admin fee / account holder | $44 | $46-5.8% | $13,881-99.7% | $67-35.3% |