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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,446 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,647 | $41,981-58.0% | $63,412-72.2% | $59,633-70.4% |
| Participation rate | 82.1% | 60.3%+21.8pp | 67.1%+15.0pp | 68.7%+13.4pp |
| Annual return | -1.66% | 13.04%-14.7pp | 4.04%-5.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $516 | $1,287-60.0% | $1,814-71.6% | $2,203-76.6% |
| Participant deferral / active EE | $1,481 | $2,002-26.0% | $2,496-40.7% | $3,192-53.6% |
| Admin fee / account holder | $193 | $3,509-94.5% | $3,753-94.9% | $4,297-95.5% |