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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 27 · EIN 13-2638165 | Advisory (Plan) | $36,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,048 |
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.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $350,480 | $99,957+250.6% | $149,730+134.1% | $73,493+376.9% |
| Participation rate | 68.9% | 75.7%-6.8pp | 82.5%-13.5pp | 70.7%-1.7pp |
| Annual return | 10.37% | 53.87%-43.5pp | 276.70%-266.3pp | 28.51%-18.1pp |
| Employer contribution / active EE | $4,616 | $3,191+44.7% | $4,645-0.6% | $2,270+103.3% |
| Participant deferral / active EE | $7,766 | $6,073+27.9% | $6,843+13.5% | $3,740+107.7% |
| Admin fee / account holder | $169 | $551-69.3% | $9,310-98.2% | $513-67.0% |