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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $1,844 |
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,840 | $30,107-90.6% | $61,452-95.4% | $64,819-95.6% |
| Participation rate | 56.3% | 36.4%+19.9pp | 52.6%+3.7pp | 71.5%-15.2pp |
| Annual return | -39.86% | -13.99%-25.9pp | 338.96%-378.8pp | 32.84%-72.7pp |
| Employer contribution / active EE | $587 | $537+9.4% | $1,160-49.4% | $2,507-76.6% |
| Participant deferral / active EE | $1,082 | $1,126-3.9% | $2,125-49.1% | $4,311-74.9% |
| Admin fee / account holder | $44 | $148-70.6% | $2,131-98.0% | $188-76.8% |