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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $6,185 |
Filed as: INTEGRATED FINANCIAL GROUP Service code 52 3115 EAST LION LANE, SUITE 310 · SALT LAKE CITY, UT 33480 | Indirect Investment Fees | $5,191 |
UBS FINANCIAL SERVICES INC3+ years Filed as: ROBBIE DE ROOY, UBS Service code 52 · EIN 13-2638166 440 ROYAL PALM WAY, SUITE 300 · PALM BEACH, FL 84121 | Indirect Investment Fees | $50 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,454 | $58,726+123.8% | $92,240+42.5% | $62,293+111.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 6.31% | 43.62%-37.3pp | 176.29%-170.0pp | 28.90%-22.6pp |
| Employer contribution / active EE | $8,796 | $2,392+267.8% | $3,680+139.0% | $2,042+330.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $131 | $556-76.5% | $5,194-97.5% | $479-72.7% |