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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,540 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $14,556 |
UBS FINANCIAL SERVICES INC6 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,628 | $34,634-66.4% | $77,096-84.9% | $64,819-82.1% |
| Participation rate | 66.1% | 49.8%+16.3pp | 67.9%-1.8pp | 71.5%-5.4pp |
| Annual return | -13.52% | -5.31%-8.2pp | 42.35%-55.9pp | 32.84%-46.4pp |
| Employer contribution / active EE | $1,526 | $1,385+10.2% | $2,814-45.8% | $2,507-39.1% |
| Participant deferral / active EE | $989 | $2,553-61.3% | $4,429-77.7% | $4,311-77.0% |
| Admin fee / account holder | $182 | $178+2.3% | $5,428-96.6% | $188-2.9% |