Filed December 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 681 EAST LAKE ST. SUITE 354 · WAYZATA, MN 58863 | Advisory (Plan) | $58,251 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,693 | $65,376+58.6% | $87,100+19.0% | $65,185+59.1% |
| Participation rate | 86.0% | 75.3%+10.7pp | 76.9%+9.1pp | 70.2%+15.8pp |
| Annual return | 22.21% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,040 | $1,822+176.6% | $2,521+99.9% | $2,177+131.5% |
| Participant deferral / active EE | $7,455 | $3,388+120.0% | $4,049+84.1% | $3,514+112.2% |
| Admin fee / account holder | $579 | $520+11.4% | $7,497-92.3% | $847-31.7% |