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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 15 · EIN 62-1200951 | Recordkeeping | $950 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 28 1 UNION SQUARE #100 · CHATTANOOGA, TN 37402 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,227 | $75,284-71.8% | $91,001-76.7% | $69,631-69.5% |
| Participation rate | 33.1% | 80.4%-47.3pp | 75.6%-42.5pp | 70.7%-37.6pp |
| Annual return | 14.23% | 48.40%-34.2pp | 4.60%+9.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $616 | $2,473-75.1% | $2,456-74.9% | $2,032-69.7% |
| Participant deferral / active EE | $1,055 | $3,700-71.5% | $3,547-70.3% | $3,224-67.3% |
| Admin fee / account holder | $65 | $111-40.8% | $5,417-98.8% | $110-40.7% |