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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 15 GL YY 7144200129 · NASHVILLE, FL 37238 | Recordkeeping | $28,130 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,352 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,047 | $49,451+11.3% | $79,580-30.8% | $66,938-17.8% |
| Participation rate | 90.6% | 61.3%+29.2pp | 69.5%+21.1pp | 69.8%+20.8pp |
| Annual return | -19.58% | 84.25%-103.8pp | 0.15%-19.7pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,545 | $1,266+22.1% | $2,413-36.0% | $2,545-39.3% |
| Participant deferral / active EE | $3,612 | $3,159+14.4% | $3,985-9.4% | $4,238-14.8% |
| Admin fee / account holder | $217 | $595-63.5% | $6,835-96.8% | $594-63.4% |