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| Provider | Service type | Compensation |
|---|---|---|
THOMPSON HINE2+ years Service code 16 · EIN 34-0575300 | Consulting | $255,555 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 10 · EIN 13-2638166 | Accounting | $40,742 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $40,000 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 10 · EIN 47-1566880 | Accounting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $224,316 | $71,802+212.4% | $133,975+67.4% | $57,661+289.0% |
| Participation rate | 95.5% | 85.5%+10.0pp | 87.1%+8.4pp | 70.2%+25.3pp |
| Annual return | 9.46% | 13.51%-4.0pp | 29.29%-19.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $8,390 | $3,161+165.4% | $5,211+61.0% | $1,974+325.1% |
| Participant deferral / active EE | $12,821 | $4,606+178.4% | $6,282+104.1% | $3,061+318.9% |
| Admin fee / account holder | $278 | $88+216.8% | $9,324-97.0% | $95+193.8% |