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| Provider | Service type | Compensation |
|---|---|---|
NAWROCKI SMITH LLP3 years Service code 49 · EIN 74-3216978 | Other Services | $9,000 |
UNITED BENEFIT PENSIONS INC.2 years Service code 49 · EIN 36-4517541 | Other Services | $4,496 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $2,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,868 | $64,176-62.8% | $112,263-78.7% | $66,949-64.3% |
| Participation rate | 78.8% | 68.4%+10.4pp | 75.1%+3.7pp | 69.8%+9.0pp |
| Annual return | -19.97% | -13.80%-6.2pp | 27.49%-47.5pp | 1.57%-21.5pp |
| Employer contribution / active EE | $1,912 | $3,007-36.4% | $3,636-47.4% | $2,545-24.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $119 | $626-81.0% | $6,410-98.1% | $594-80.0% |