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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $13,717 |
Service code 49 · EIN 27-0293282 | Other Services | $1,259 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,407 | $42,353-47.1% | $79,550-71.8% | $64,808-65.4% |
| Participation rate | 27.2% | 64.8%-37.6pp | 69.5%-42.3pp | 71.5%-44.3pp |
| Annual return | -23.16% | -12.24%-10.9pp | 0.16%-23.3pp | 32.82%-56.0pp |
| Employer contribution / active EE | $235 | $1,181-80.1% | $2,413-90.3% | $2,506-90.6% |
| Participant deferral / active EE | $2,511 | $3,170-20.8% | $3,985-37.0% | $4,310-41.7% |
| Admin fee / account holder | $73 | $160-54.3% | $6,832-98.9% | $188-61.2% |