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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $90,124 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,310 |
WILLIAM VAUGHAN COMPANY2 years Service code 10 · EIN 34-1145015 | Accounting | $47,400 |
APPLE GROWTH PARTNERS6+ years Service code 34 · EIN 81-4504770 | Direct payment from the plan; Valuati... | $17,500 |
Participant 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 | $91,474 | $185,342-50.6% | $111,297-17.8% | $86,799+5.4% |
| Participation rate | 81.4% | 81.0%+0.4pp | 77.3%+4.1pp | 72.3%+9.1pp |
| Annual return | 30.54% | 500.80%-470.3pp | 54.65%-24.1pp | 97.91%-67.4pp |
| Employer contribution / active EE | $1,372 | $2,246-38.9% | $2,731-49.8% | $2,405-43.0% |
| Participant deferral / active EE | $2,085 | $4,458-53.2% | $4,487-53.5% | $4,131-49.5% |
| Admin fee / account holder | $267 | $255+4.6% | $7,964-96.6% | $170+57.7% |