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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 55 · EIN 13-2638166 | Other Commissions | $10,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,088 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,140 | $55,002-48.8% | $59,899-53.0% | $56,289-50.0% |
| Participation rate | 92.0% | 75.9%+16.1pp | 74.7%+17.3pp | 69.9%+22.1pp |
| Annual return | -5.85% | 1.13%-7.0pp | 3.46%-9.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $10 | $2,448-99.6% | $2,723-99.6% | $2,111-99.5% |
| Participant deferral / active EE | $1,843 | $3,121-41.0% | $3,402-45.8% | $3,350-45.0% |
| Admin fee / account holder | $14 | $236-94.0% | $3,592-99.6% | $521-97.3% |