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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,122 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $18,130 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,709 | $39,948-65.7% | $89,414-84.7% | $73,412-81.3% |
| Participation rate | 66.9% | 50.4%+16.4pp | 68.0%-1.1pp | 72.2%-5.3pp |
| Annual return | 24.20% | 50.12%-25.9pp | 245.50%-221.3pp | 59.30%-35.1pp |
| Employer contribution / active EE | $916 | $1,200-23.7% | $2,586-64.6% | $2,234-59.0% |
| Participant deferral / active EE | $1,056 | $2,193-51.9% | $3,890-72.9% | $3,806-72.3% |
| Admin fee / account holder | $219 | $134+63.2% | $4,883-95.5% | $158+38.8% |