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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $40,331 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $10,557 |
INTAC ACTUARIAL SERVICES2+ years Service code 14 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Plan Administrator | $3,563 |
UBS FINANCIAL SERVICES INC2+ 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 | $31,194 | $57,976-46.2% | $63,018-50.5% | $62,293-49.9% |
| Participation rate | 61.7% | 75.9%-14.2pp | 74.8%-13.1pp | 69.5%-7.8pp |
| Annual return | 17.94% | 17.54%+0.4pp | 87.62%-69.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $770 | $2,415-68.1% | $2,761-72.1% | $2,042-62.3% |
| Participant deferral / active EE | $2,568 | $2,956-13.1% | $3,330-22.9% | $3,169-19.0% |
| Admin fee / account holder | $7 | $276-97.3% | $3,601-99.8% | $479-98.4% |