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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,941 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,684 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,875 | $106,247-53.1% | $147,096-66.1% | $77,714-35.8% |
| Participation rate | 98.5% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 50.44% | 56.87%-6.4pp | 419.75%-369.3pp | 31.26%+19.2pp |
| Employer contribution / active EE | $1 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $11,310 | $7,996+41.5% | $8,071+40.1% | $4,649+143.3% |
| Admin fee / account holder | $132 | $338-61.1% | $13,005-99.0% | $433-69.6% |