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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $19,905 |
UBS FINANCIAL SERVICES INC2 years Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $9,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,708 | $45,324-76.4% | $122,354-91.2% | $69,631-84.6% |
| Participation rate | 55.4% | 59.9%-4.5pp | 71.6%-16.2pp | 70.7%-15.3pp |
| Annual return | 15.79% | 25.35%-9.6pp | 30.28%-14.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $510 | $1,230-58.5% | $4,051-87.4% | $2,032-74.9% |
| Participant deferral / active EE | $751 | $2,367-68.3% | $3,287-77.2% | $3,224-76.7% |
| Admin fee / account holder | $99 | $87+13.3% | $5,479-98.2% | $110-10.7% |