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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $164,026 |
LUKE BAECKER5 years Service code 30 · EIN 16-0836163 | Employee (plan) | $52,394 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $44,335 |
TRISHA LEHR1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $39,144 |
Service code 28 · EIN 81-3721999 | Investment Management | $35,487 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES, LTD. Service code 28 · EIN 74-2798841 | Investment Management | $28,434 |
EDGE ASSET MANAGEMENT4 years Filed as: EDGE Service code 28 · EIN 91-0573307 | Investment Management | $27,012 |
THOMAS WHITE INTERNATIONAL2 years Filed as: THOMAS WHITE INTERNATIONAL LTD. Service code 28 · EIN 36-3831152 | Investment Management | $25,281 |
Filed as: ARCARA LENDA EUSANIO & STACEY, CPAS Service code 10 · EIN 47-1793720 | Accounting | $25,235 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT, INC. Service code 28 · EIN 26-0319356 | Investment Management | $17,863 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 11.84% | 8.62%+3.2pp | 8.99%+2.9pp | 10.52%+1.3pp |
| Employer contribution / active EE | $11,751 | $14,400-18.4% | $25,171-53.3% | $15,140-22.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |