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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $46,870 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $12,278 |
UBS FINANCIAL SERVICES INC4+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,111 | $60,795-42.2% | $69,464-49.5% | $65,185-46.1% |
| Participation rate | 50.2% | 74.9%-24.6pp | 74.6%-24.4pp | 70.2%-20.0pp |
| Annual return | 24.60% | 17.46%+7.1pp | 28.98%-4.4pp | 29.38%-4.8pp |
| Employer contribution / active EE | $633 | $2,452-74.2% | $2,779-77.2% | $2,177-70.9% |
| Participant deferral / active EE | $2,108 | $3,162-33.3% | $3,536-40.4% | $3,514-40.0% |
| Admin fee / account holder | $4 | $314-98.6% | $3,840-99.9% | $847-99.5% |