Filed March 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 49 · EIN 51-0120742 | Other Services | $4,843 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $920 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,522 | $44,873-54.3% | $79,467-74.2% | $56,289-63.5% |
| Participation rate | 50.2% | 68.7%-18.5pp | 73.3%-23.1pp | 69.9%-19.6pp |
| Annual return | -7.72% | 0.81%-8.5pp | 718.30%-726.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $662 | $2,140-69.1% | $2,800-76.4% | $2,111-68.7% |
| Participant deferral / active EE | $943 | $2,746-65.7% | $3,704-74.6% | $3,350-71.9% |
| Admin fee / account holder | $7 | $418-98.3% | $5,104-99.9% | $521-98.6% |