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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,679 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $22,917 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $32,704 | $56,640-42.3% | $80,977-59.6% | $57,658-43.3% |
| Participation rate | 99.2% | 75.9%+23.4pp | 75.8%+23.4pp | 70.2%+29.0pp |
| Annual return | 7.54% | 19.97%-12.4pp | 17.11%-9.6pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,919 | $2,085+40.0% | $3,715-21.4% | $1,974+47.9% |
| Participant deferral / active EE | $2,586 | $4,944-47.7% | $5,696-54.6% | $3,061-15.5% |
| Admin fee / account holder | $81 | $87-7.1% | $5,517-98.5% | $95-14.4% |