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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $27,543 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,875 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,594 | $64,909-8.2% | $82,313-27.6% | $62,292-4.3% |
| Participation rate | 84.4% | 74.9%+9.6pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | -7.14% | 21.18%-28.3pp | 25.88%-33.0pp | 28.90%-36.0pp |
| Employer contribution / active EE | $251 | $1,676-85.0% | $2,428-89.7% | $2,042-87.7% |
| Participant deferral / active EE | $3,802 | $3,103+22.5% | $3,706+2.6% | $3,169+20.0% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-97.9% |