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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $32,104 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 26-2235829 | Advisory (Participants) | $21,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,054 | $34,495-27.4% | $78,676-68.2% | $63,975-60.8% |
| Participation rate | 31.9% | 60.8%-28.9pp | 73.6%-41.7pp | 71.1%-39.3pp |
| Annual return | 10.56% | 11.62%-1.1pp | 62.19%-51.6pp | 48.65%-38.1pp |
| Employer contribution / active EE | $383 | $1,398-72.6% | $2,850-86.5% | $2,182-82.4% |
| Participant deferral / active EE | $1,130 | $2,100-46.2% | $3,517-67.9% | $3,356-66.3% |
| Admin fee / account holder | $95 | $68+39.4% | $4,510-97.9% | $70+34.6% |