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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $31,687 |
Filed as: VOYA RET. INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,540 |
ACUFF & ASSOCIATES, INC.1 year Service code 49 · EIN 62-1477251 | Other Services | $5,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,195 | $56,054-22.9% | $171,082-74.8% | $62,881-31.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.35% | 22.52%-18.2pp | 32.56%-28.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $75 | $1,731-95.7% | $4,002-98.1% | $2,281-96.7% |
| Participant deferral / active EE | $2,867 | $3,158-9.2% | $4,797-40.2% | $3,203-10.5% |
| Admin fee / account holder | $425 | $3,647-88.4% | $8,520-95.0% | $4,296-90.1% |