Filed September 16, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Insurance Commissions | $24,931 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $18,232 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 · EIN 59-3163228 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $9,066 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,485 | $46,173-62.1% | $170,435-89.7% | $69,631-74.9% |
| Participation rate | 39.2% | 63.9%-24.7pp | 83.6%-44.4pp | 70.7%-31.4pp |
| Annual return | 15.03% | 21.62%-6.6pp | 205.94%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $554 | $1,610-65.6% | $5,432-89.8% | $2,032-72.7% |
| Participant deferral / active EE | $1,026 | $2,080-50.7% | $4,939-79.2% | $3,224-68.2% |
| Admin fee / account holder | $134 | $116+15.5% | $13,881-99.0% | $110+21.3% |