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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $101,987 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,863 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $20,867 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $10,098 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,681 | $104,336-72.5% | $159,455-82.0% | $86,813-67.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 13.90% | 26.32%-12.4pp | 263.63%-249.7pp | 97.93%-84.0pp |
| Employer contribution / active EE | $263 | $3,451-92.4% | $4,830-94.6% | $2,406-89.1% |
| Participant deferral / active EE | $160 | $6,837-97.7% | $7,353-97.8% | $4,131-96.1% |
| Admin fee / account holder | $198 | $172+15.1% | $10,800-98.2% | $170+16.9% |