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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $4,350 |
Filed as: INTEGRATED FINANCIAL GROUP Service code 52 3115 EAST LION LANE, SUITE 310 · SALT LAKE CITY, UT 33480 | Indirect Investment Fees | $3,958 |
UBS FINANCIAL SERVICES INC5+ 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 | $53 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,028 | $63,114-38.2% | $92,909-58.0% | $65,185-40.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 14.54% | 28.75%-14.2pp | 109.44%-94.9pp | 29.38%-14.8pp |
| Employer contribution / active EE | $8,562 | $2,571+233.1% | $3,653+134.4% | $2,177+293.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $624-96.2% | $5,795-99.6% | $847-97.2% |