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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $36,682 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 26-2235829 | Advisory (Participants) | $27,737 |
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 | $32,067 | $41,256-22.3% | $86,581-63.0% | $77,958-58.9% |
| Participation rate | 33.2% | 63.0%-29.8pp | 73.5%-40.4pp | 71.6%-38.5pp |
| Annual return | 16.79% | 17.67%-0.9pp | 965.06%-948.3pp | 20.87%-4.1pp |
| Employer contribution / active EE | $380 | $1,613-76.5% | $2,840-86.6% | $2,310-83.6% |
| Participant deferral / active EE | $1,262 | $2,332-45.9% | $3,609-65.0% | $3,537-64.3% |
| Admin fee / account holder | $121 | $71+71.0% | $4,904-97.5% | $97+24.3% |