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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 87-0364490 3200 SOUTH 700 EAST · SALT LAKE CITY, UT 84106 | Recordkeeping | $6,400 |
UBS FINANCIAL SERVICES INC1+ years Filed as: ROBBIE DE ROOY, UBS Service code 52 · EIN 13-2638166 440 ROYAL PALM WAY, SUITE 300 · PALM BEACH, FL 33480 | Indirect Investment Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,802 | $50,464-29.1% | $75,784-52.8% | $52,331-31.6% |
| Participation rate | 97.2% | 66.8%+30.5pp | 75.8%+21.4pp | 68.1%+29.1pp |
| Annual return | -3.76% | 1.03%-4.8pp | 9.68%-13.4pp | 4.54%-8.3pp |
| Employer contribution / active EE | $9,004 | $1,988+352.8% | $3,323+170.9% | $1,882+378.5% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $23 | $1,103-97.9% | $5,300-99.6% | $592-96.0% |