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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTEGRATED FINANCIAL GROUP Service code 52 3115 EAST LION LANE, SUITE 310 · SALT LAKE CITY, UT 33480 | Indirect Investment Fees | $7,975 |
ALLIANCE BENEFIT GROUP4+ years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $6,107 |
UBS FINANCIAL SERVICES INC4+ 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 | $100 |
Participant contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,803 | $55,449-31.8% | $83,831-54.9% | $56,289-32.8% |
| Participation rate | 98.9% | 68.0%+30.9pp | 76.1%+22.8pp | 69.9%+29.1pp |
| Annual return | -4.20% | -1.38%-2.8pp | 850.99%-855.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $6,543 | $2,430+169.2% | $3,631+80.2% | $2,111+209.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $46 | $656-93.0% | $5,479-99.2% | $521-91.1% |