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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,638 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $7,164 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,711 | $40,522-76.0% | $84,628-88.5% | $67,579-85.6% |
| Participation rate | 84.0% | 51.1%+32.9pp | 68.2%+15.8pp | 71.3%+12.7pp |
| Annual return | 19.47% | 32.72%-13.3pp | 258.80%-239.3pp | 378.56%-359.1pp |
| Employer contribution / active EE | $581 | $1,146-49.3% | $2,653-78.1% | $2,148-72.9% |
| Participant deferral / active EE | $1,076 | $2,132-49.5% | $3,900-72.4% | $3,539-69.6% |
| Admin fee / account holder | $146 | $145+0.5% | $4,914-97.0% | $142+2.6% |