Filed March 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,519 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,114 | $61,156-44.2% | $185,823-81.6% | $79,386-57.0% |
| Participation rate | 51.1% | 66.6%-15.5pp | 81.7%-30.6pp | 70.7%-19.6pp |
| Annual return | 12.62% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $764 | $2,321-67.1% | $5,167-85.2% | $2,427-68.5% |
| Participant deferral / active EE | $1,434 | $2,789-48.6% | $5,568-74.3% | $4,046-64.6% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |