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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 15 315 DEADERICK STREET · NASHVILLE, FL 37238 | Recordkeeping | $21,290 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,050 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,446 | $54,573-3.9% | $90,970-42.3% | $73,493-28.6% |
| Participation rate | 91.4% | 61.2%+30.2pp | 69.0%+22.4pp | 70.7%+20.7pp |
| Annual return | 17.47% | 16.69%+0.8pp | 134.58%-117.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,173 | $991+119.2% | $2,122+2.4% | $2,270-4.3% |
| Participant deferral / active EE | $3,253 | $2,517+29.2% | $3,373-3.6% | $3,740-13.0% |
| Admin fee / account holder | $160 | $521-69.3% | $5,960-97.3% | $513-68.8% |