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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $32,898 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $8,586 |
INTAC ACTUARIAL SERVICES1+ years Service code 14 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Plan Administrator | $6,141 |
UBS FINANCIAL SERVICES INC1+ years Filed as: USB FINANCIAL Service code 26 ED CASEY - TREASURY DEPT · WEEKHAWKEN, NJ 07087 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,458 | $52,467-51.5% | $57,196-55.5% | $55,167-53.9% |
| Participation rate | 65.9% | 75.8%-9.9pp | 75.3%-9.4pp | 69.0%-3.1pp |
| Annual return | 11.83% | 7.72%+4.1pp | 14.59%-2.8pp | 169.23%-157.4pp |
| Employer contribution / active EE | $807 | $2,477-67.4% | $2,683-69.9% | $1,963-58.9% |
| Participant deferral / active EE | $2,689 | $2,830-5.0% | $3,096-13.1% | $3,054-11.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |