Filed January 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,755 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,852 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,239 | $81,908-28.9% | $90,749-35.8% | $64,808-10.1% |
| Participation rate | 99.6% | 80.5%+19.1pp | 75.7%+23.9pp | 71.5%+28.1pp |
| Annual return | -18.23% | -12.53%-5.7pp | -12.16%-6.1pp | 32.82%-51.0pp |
| Employer contribution / active EE | $5,674 | $3,065+85.1% | $2,921+94.3% | $2,506+126.4% |
| Participant deferral / active EE | $6,031 | $4,840+24.6% | $4,564+32.1% | $4,310+39.9% |
| Admin fee / account holder | $105 | $157-33.1% | $8,445-98.8% | $188-44.0% |