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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 17 · EIN 13-2638166 | Pension Consulting | $46,794 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $18,573 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Sh... | $8,666 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,087 | $46,423-7.2% | $75,900-43.2% | $67,582-36.2% |
| Participation rate | 74.4% | 63.1%+11.4pp | 69.3%+5.1pp | 71.3%+3.1pp |
| Annual return | 19.38% | 32.29%-12.9pp | 30.73%-11.3pp | 378.57%-359.2pp |
| Employer contribution / active EE | $1,366 | $1,406-2.9% | $2,501-45.4% | $2,148-36.4% |
| Participant deferral / active EE | $1,941 | $2,564-24.3% | $3,604-46.1% | $3,539-45.1% |
| Admin fee / account holder | $150 | $132+14.0% | $5,421-97.2% | $142+5.5% |