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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,825 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $19,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,157 | $55,470-7.8% | $155,556-67.1% | $74,478-31.3% |
| Participation rate | 64.4% | 61.9%+2.5pp | 78.2%-13.8pp | 67.2%-2.8pp |
| Annual return | 11.33% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $372 | $2,267-83.6% | $4,675-92.0% | $2,626-85.8% |
| Participant deferral / active EE | $2,673 | $2,838-5.8% | $5,631-52.5% | $4,350-38.5% |
| Admin fee / account holder | $13 | $1,744-99.2% | $15,885-99.9% | $1,946-99.3% |