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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $51,683 |
BERDON LLP1 year Service code 16 · EIN 13-0485070 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,938 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,365 | $55,453+109.8% | $170,439-31.7% | $62,293+86.8% |
| Participation rate | 85.9% | 66.4%+19.5pp | 83.6%+2.3pp | 69.5%+16.4pp |
| Annual return | 16.73% | 21.38%-4.6pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,022 | $2,303+31.2% | $4,939-38.8% | $3,169-4.6% |
| Admin fee / account holder | $94 | $455-79.4% | $13,881-99.3% | $479-80.5% |