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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 | Insurance Commissions | $15,009 |
Filed as: MASSMUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,843 |
MY BENEFITS, LLC2 years Service code 13 · EIN 45-2098380 | Contract Administrator | $3,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,990 | $46,173-54.5% | $170,435-87.7% | $69,631-69.9% |
| Participation rate | 61.7% | 63.9%-2.2pp | 83.6%-21.9pp | 70.7%-9.0pp |
| Annual return | 14.30% | 21.62%-7.3pp | 205.94%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,420 | $2,080-31.7% | $4,939-71.3% | $3,224-56.0% |
| Admin fee / account holder | $15 | $116-87.3% | $13,881-99.9% | $110-86.7% |