Filed February 15, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,296 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,921 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,748 | $71,802+9.7% | $133,975-41.2% | $57,658+36.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 6.80% | 13.51%-6.7pp | 29.29%-22.5pp | 5.13%+1.7pp |
| Employer contribution / active EE | $4,804 | $3,161+52.0% | $5,211-7.8% | $1,974+143.4% |
| Participant deferral / active EE | $5,329 | $4,606+15.7% | $6,282-15.2% | $3,061+74.1% |
| Admin fee / account holder | $15 | $88-82.7% | $9,324-99.8% | $95-83.9% |