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| Provider | Service type | Compensation |
|---|---|---|
UNIONBANC INVESTMENT SERVICES LLC2 years Service code 55 445 S FIGUEROA ST FL 2 · LOS ANGELES, CA 90071 | Other Commissions | $6,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,591 | $71,192-37.4% | $117,854-62.2% | $62,292-28.4% |
| Participation rate | 40.7% | 74.2%-33.6pp | 79.7%-39.0pp | 69.5%-28.8pp |
| Annual return | 17.94% | 18.66%-0.7pp | 335.08%-317.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $383 | $1,934-80.2% | $3,786-89.9% | $2,042-81.2% |
| Participant deferral / active EE | $2,565 | $3,189-19.6% | $4,482-42.8% | $3,169-19.1% |
| Admin fee / account holder | $3 | $587-99.4% | $8,020-100.0% | $479-99.3% |