Filed August 4, 2026
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $21,233 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,139 |
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 | $104,666 | $79,184+32.2% | $102,438+2.2% | $74,546+40.4% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.4pp |
| Annual return | 17.68% | 54.95%-37.3pp | 29.37%-11.7pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $2,446 | $2,362+3.6% | $3,024-19.1% | $2,624-6.8% |
| Participant deferral / active EE | $7,265 | $4,414+64.6% | $5,054+43.8% | $4,347+67.1% |
| Admin fee / account holder | $1 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |