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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,283 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,648 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $48,314-28.9% | $67,561-49.1% | $80,925-57.5% |
| Participation rate | 80.8% | 66.4%+14.4pp | 72.9%+7.9pp | 67.7%+13.1pp |
| Annual return | 8.96% | 18.28%-9.3pp | 3525.44%-3516.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,955 | $2,927+1.0% | $4,003-26.2% | $4,299-31.3% |
| Admin fee / account holder | $183 | $3,690-95.0% | $4,006-95.4% | $6,940-97.4% |