Filed September 18, 2024
Total covered: 270 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,801 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,183 | $61,756+18.5% | $70,098+4.4% | $77,906-6.1% |
| Participation rate | 49.1% | 79.9%-30.8pp | 70.5%-21.4pp | 73.7%-24.6pp |
| Annual return | -17.16% | -11.86%-5.3pp | 190.76%-207.9pp | 12.16%-29.3pp |
| Employer contribution / active EE | $1,678 | $2,706-38.0% | $2,560-34.4% | $2,846-41.0% |
| Participant deferral / active EE | $3,784 | $3,977-4.9% | $3,849-1.7% | $4,805-21.2% |
| Admin fee / account holder | $66 | $101-35.2% | $6,266-99.0% | $133-50.5% |