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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,111 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $3,103 |
Filed as: PREMIER PENSION SOLUTIONS Service code 37 · EIN 20-2274261 | Loan Processing | $0 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,085 | $104,482-41.5% | $159,455-61.7% | $79,393-23.1% |
| Participation rate | 37.2% | 76.6%-39.4pp | 82.8%-45.6pp | 70.7%-33.5pp |
| Annual return | 14.36% | 67.96%-53.6pp | 263.63%-249.3pp | 116.87%-102.5pp |
| Employer contribution / active EE | $1,060 | $3,416-69.0% | $4,830-78.1% | $2,428-56.3% |
| Participant deferral / active EE | $1,772 | $6,467-72.6% | $7,353-75.9% | $4,046-56.2% |
| Admin fee / account holder | $54 | $711-92.5% | $10,800-99.5% | $627-91.5% |