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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $25,436 |
Service code 49 | Other Services | $4,938 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,175 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATTI, OH 45246 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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 | $33,287 | $61,166-45.6% | $185,849-82.1% | $79,391-58.1% |
| Participation rate | 84.6% | 66.6%+18.0pp | 81.7%+2.9pp | 70.7%+13.9pp |
| Annual return | 16.77% | 19.45%-2.7pp | 122.10%-105.3pp | 116.88%-100.1pp |
| Employer contribution / active EE | $1,912 | $2,321-17.6% | $5,169-63.0% | $2,428-21.2% |
| Participant deferral / active EE | $2,697 | $2,789-3.3% | $5,569-51.6% | $4,046-33.3% |
| Admin fee / account holder | $54 | $710-92.4% | $16,244-99.7% | $627-91.4% |