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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 49 · EIN 51-0120742 | Other Services | $7,925 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,709 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,196 | $48,046-5.9% | $84,611-46.6% | $72,985-38.1% |
| Participation rate | 60.7% | 57.6%+3.1pp | 68.2%-7.5pp | 69.5%-8.8pp |
| Annual return | 19.21% | 37.38%-18.2pp | 258.74%-239.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,504 | $2,680+68.0% | $3,899+15.5% | $3,607+24.9% |
| Admin fee / account holder | $102 | $3,395-97.0% | $4,912-97.9% | $5,124-98.0% |