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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 13 · EIN 04-2723880 | Contract Administrator | $202,448 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS ASSET MANAGEMENT Service code 17 · EIN 13-2638165 | Pension Consulting | $185,000 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 9.24% | 8.05%+1.2pp | 6.70%+2.5pp | 9.30%-0.1pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,217-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |