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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $18,340 |
Service code 28 · EIN 95-4839031 | Investment Management | $14,583 |
EISNERAMPER LLP3 years Filed as: HOLTHOUSE CARLVIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $14,348 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $658 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,264 | $65,322+310.7% | $70,476+280.6% | $73,493+265.0% |
| Participation rate | 96.2% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.5pp |
| Annual return | 12.70% | 15.71%-3.0pp | 109.12%-96.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $8,508 | $2,460+245.9% | $2,738+210.8% | $2,270+274.8% |
| Participant deferral / active EE | $9,145 | $3,375+171.0% | $3,710+146.5% | $3,740+144.5% |
| Admin fee / account holder | $148 | $214-30.7% | $3,847-96.1% | $513-71.1% |