Filed March 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,761 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,425 |
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 | $24,647 | $61,272-59.8% | $149,673-83.5% | $71,457-65.5% |
| Participation rate | 46.9% | 62.5%-15.6pp | 78.8%-31.9pp | 67.9%-21.1pp |
| Annual return | 13.88% | 35.85%-22.0pp | 134.42%-120.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $985 | $2,378-58.6% | $4,818-79.5% | $2,588-61.9% |
| Participant deferral / active EE | $1,613 | $2,917-44.7% | $5,680-71.6% | $4,289-62.4% |
| Admin fee / account holder | $21 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |