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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $230,065 |
Service code 14 · EIN 04-1590850 | Plan Administrator | $50,074 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIAMOND HILL5 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
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Employer contribution per participant 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 | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 10.22% | 7.76%+2.5pp | 36.37%-26.2pp | 15.63%-5.4pp |
| Employer contribution / active EE | $584 | $10,188-94.3% | $37,223-98.4% | $11,476-94.9% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |