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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,944 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,477 | $79,209-70.4% | $102,434-77.1% | $74,459-68.5% |
| Participation rate | 64.9% | 74.8%-9.8pp | 76.5%-11.6pp | 67.2%-2.3pp |
| Annual return | 9.61% | 54.98%-45.4pp | 29.46%-19.8pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $1,231 | $2,362-47.9% | $3,023-59.3% | $2,626-53.1% |
| Participant deferral / active EE | $3,456 | $4,417-21.8% | $5,055-31.6% | $4,350-20.6% |
| Admin fee / account holder | $251 | $2,002-87.5% | $9,462-97.4% | $1,945-87.1% |