Filed January 20, 2017
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,415 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,066 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,272 | $101,317+31.5% | $146,958-9.3% | $74,495+78.9% |
| Participation rate | 90.2% | 75.5%+14.6pp | 82.2%+8.0pp | 67.2%+23.0pp |
| Annual return | 10.82% | 8730.91%-8720.1pp | 418.34%-407.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $5,455 | $3,810+43.2% | $4,933+10.6% | $2,623+108.0% |
| Participant deferral / active EE | $9,630 | $7,303+31.9% | $8,070+19.3% | $4,346+121.6% |
| Admin fee / account holder | $211 | $1,739-87.9% | $12,998-98.4% | $1,942-89.1% |