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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $9,014 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,664 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,552 | $54,121-75.0% | $134,155-89.9% | $73,412-81.5% |
| Participation rate | 52.3% | 64.4%-12.0pp | 72.2%-19.8pp | 72.2%-19.8pp |
| Annual return | 14.45% | -312.52%+327.0pp | 36.34%-21.9pp | 59.30%-44.8pp |
| Employer contribution / active EE | $499 | $1,402-64.4% | $3,705-86.5% | $2,234-77.6% |
| Participant deferral / active EE | $814 | $2,844-71.4% | $3,500-76.7% | $3,806-78.6% |
| Admin fee / account holder | $105 | $132-20.3% | $6,685-98.4% | $158-33.2% |