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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $19,855 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,997 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 20-1990953 | Indirect Investment Fees | $0 |
DIAMOND HILL1 year Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $16,230 | $90,410-82.0% | $91,004-82.2% | $77,958-79.2% |
| Participation rate | 91.8% | 86.4%+5.4pp | 75.6%+16.2pp | 71.6%+20.1pp |
| Annual return | 11.22% | 21.34%-10.1pp | 4.60%+6.6pp | 20.87%-9.6pp |
| Employer contribution / active EE | $981 | $3,392-71.1% | $2,456-60.0% | $2,310-57.5% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,548-100.0% | $3,537-100.0% |
| Admin fee / account holder | $9 | $79-88.2% | $5,417-99.8% | $97-90.5% |