Filed November 21, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $26,729 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,942 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 52 · EIN 06-1298481 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-6437098 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,730 | $63,156-3.8% | $122,354-50.4% | $62,293-2.5% |
| Participation rate | 70.1% | 60.0%+10.0pp | 71.6%-1.6pp | 69.5%+0.5pp |
| Annual return | 18.79% | 20.61%-1.8pp | 30.28%-11.5pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,562 | $1,385+12.8% | $4,051-61.4% | $2,042-23.5% |
| Participant deferral / active EE | $3,005 | $2,321+29.5% | $3,287-8.6% | $3,169-5.2% |
| Admin fee / account holder | $46 | $440-89.6% | $5,479-99.2% | $479-90.5% |