See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,374 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,432 |
Service code 15 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Recordkeeping | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,861 | $55,415-8.2% | $155,509-67.3% | $74,495-31.7% |
| Participation rate | 63.7% | 61.9%+1.8pp | 78.2%-14.5pp | 67.2%-3.5pp |
| Annual return | 12.96% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,370 | $2,267-39.6% | $4,672-70.7% | $2,623-47.8% |
| Participant deferral / active EE | $3,002 | $2,836+5.9% | $5,626-46.6% | $4,346-30.9% |
| Admin fee / account holder | $364 | $1,738-79.1% | $15,912-97.7% | $1,942-81.3% |