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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) | $34,629 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,464 |
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 | $78,509 | $44,873+75.0% | $79,467-1.2% | $56,289+39.5% |
| Participation rate | 82.8% | 68.7%+14.1pp | 73.3%+9.5pp | 69.9%+13.0pp |
| Annual return | -1.38% | 0.81%-2.2pp | 718.30%-719.7pp | -9.96%+8.6pp |
| Employer contribution / active EE | $2,821 | $2,140+31.8% | $2,800+0.8% | $2,111+33.6% |
| Participant deferral / active EE | $5,409 | $2,746+97.0% | $3,704+46.0% | $3,350+61.5% |
| Admin fee / account holder | $214 | $418-48.8% | $5,104-95.8% | $521-58.8% |