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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,283 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,626 | $89,355-55.7% | $141,162-71.9% | $72,985-45.7% |
| Participation rate | 42.2% | 75.1%-32.9pp | 82.5%-40.2pp | 69.5%-27.3pp |
| Annual return | 42.08% | 111.85%-69.8pp | 71.39%-29.3pp | 81.00%-38.9pp |
| Employer contribution / active EE | $291 | $3,114-90.7% | $4,735-93.9% | $2,440-88.1% |
| Participant deferral / active EE | $4,260 | $5,418-21.4% | $6,709-36.5% | $3,607+18.1% |
| Admin fee / account holder | $199 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |