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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,806 |
OMS STUDIOS INC.3 years Service code 15 · EIN 57-1155991 | Recordkeeping | $37,079 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $30,408 |
GILBERT & SACKMAN1 year Service code 29 · EIN 95-2906951 | Legal | $25,001 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $23,583 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,113 | $75,388-68.0% | $123,553-80.5% | $55,725-56.7% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.3%+8.3pp | 70.9%+19.7pp |
| Annual return | -6.41% | 4.48%-10.9pp | 119.21%-125.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,007 | $3,063-67.1% | $4,628-78.2% | $2,078-51.5% |
| Participant deferral / active EE | $648 | $5,651-88.5% | $6,426-89.9% | $3,356-80.7% |
| Admin fee / account holder | $222 | $120+85.4% | $9,284-97.6% | $115+92.8% |