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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $7,783 |
EIP CORP2+ years Filed as: EIP CORP. Service code 13 · EIN 48-0949535 7300 W 110TH STREET · OVERLAND PARK, KS 66210 | Contract Administrator | $6,712 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,344 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $300 |
Filed as: UBS FINANCIAL SERVICES Service code 55 · EIN 13-2638166 ONE HALLBROOK PLACE · LEAWOOD, KS 66211 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $58,805 | $75,183-21.8% | $123,894-52.5% | $55,167+6.6% |
| Participation rate | 60.5% | 72.8%-12.3pp | 81.4%-20.9pp | 69.0%-8.5pp |
| Annual return | 9.02% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,378 | $2,823-51.2% | $4,617-70.1% | $1,963-29.8% |
| Participant deferral / active EE | $2,290 | $5,084-55.0% | $5,984-61.7% | $3,054-25.0% |
| Admin fee / account holder | $31 | $663-95.3% | $8,357-99.6% | $504-93.8% |