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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,674 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $22,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,402 | $55,182-46.7% | $73,309-59.9% | $55,191-46.7% |
| Participation rate | 97.7% | 73.9%+23.7pp | 74.9%+22.7pp | 69.2%+28.5pp |
| Annual return | -1.60% | 8.55%-10.1pp | 5.67%-7.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $2,821 | $1,935+45.8% | $3,237-12.8% | $1,899+48.6% |
| Participant deferral / active EE | $2,364 | $4,641-49.1% | $4,991-52.6% | $3,046-22.4% |
| Admin fee / account holder | $74 | $68+8.1% | $5,635-98.7% | $91-18.4% |