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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $116,936 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Plan Administrator... | $67,737 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,832 | $122,186-46.1% | $146,958-55.2% | $199,593-67.0% |
| Participation rate | 38.3% | 78.3%-40.0pp | 82.2%-43.9pp | 72.0%-33.7pp |
| Annual return | 3.05% | 30.56%-27.5pp | 418.34%-415.3pp | 34.25%-31.2pp |
| Employer contribution / active EE | $1,131 | $4,093-72.4% | $4,933-77.1% | $3,034-62.7% |
| Participant deferral / active EE | $2,852 | $8,502-66.5% | $8,070-64.7% | $5,087-43.9% |
| Admin fee / account holder | $296 | $179+65.3% | $12,998-97.7% | $269+9.9% |