Filed January 11, 2023 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $55,181 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 6500 SHERIDAN DR SUITE 110 · AMHERST, NY 142214845 | Recordkeeping | $8,622 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,187 | $79,523-2.9% | $140,016-44.9% | $56,287+37.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.88% | 2.39%-7.3pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,008 | $3,350+19.6% | $5,606-28.5% | $2,111+89.8% |
| Participant deferral / active EE | $2,604 | $5,129-49.2% | $6,927-62.4% | $3,350-22.2% |
| Admin fee / account holder | $79 | $614-87.1% | $10,705-99.3% | $521-84.8% |