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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,814 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $12,098 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,174 | $44,473-77.1% | $76,518-86.7% | $55,725-81.7% |
| Participation rate | 93.7% | 51.0%+42.7pp | 68.0%+25.7pp | 70.9%+22.9pp |
| Annual return | -9.19% | -2.01%-7.2pp | -0.27%-8.9pp | 244.93%-254.1pp |
| Employer contribution / active EE | $2,986 | $1,101+171.1% | $2,647+12.8% | $2,078+43.7% |
| Participant deferral / active EE | $945 | $1,988-52.5% | $3,836-75.4% | $3,356-71.8% |
| Admin fee / account holder | $168 | $134+25.2% | $4,849-96.5% | $115+45.7% |