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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 06-1194217 | Investment Management | $35,939 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 400 LINDEN OAKS · ROCHESTER, NY 14625 | Investment Management | $8,985 |
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 | $81,530 | $80,753+1.0% | $136,298-40.2% | $62,293+30.9% |
| Participation rate | 77.1% | 73.5%+3.6pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 17.37% | 35.83%-18.5pp | 5156.27%-5138.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,769 | $2,884-4.0% | $4,696-41.0% | $2,042+35.6% |
| Participant deferral / active EE | $6,275 | $5,164+21.5% | $6,247+0.4% | $3,169+98.0% |
| Admin fee / account holder | $165 | $525-68.5% | $9,244-98.2% | $479-65.5% |