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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,386 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 16 · EIN 13-2638166 | Consulting | $33,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,819 |
Form 5500 reported that benefits due were not provided when due.
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 | $76,383 | $65,118+17.3% | $76,768-0.5% | $55,725+37.1% |
| Participation rate | 94.5% | 79.6%+14.9pp | 77.0%+17.5pp | 70.9%+23.7pp |
| Annual return | -2.58% | -1.27%-1.3pp | 2.43%-5.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $3,500 | $1,941+80.3% | $2,485+40.8% | $2,078+68.4% |
| Participant deferral / active EE | $7,676 | $3,688+108.1% | $3,852+99.3% | $3,356+128.8% |
| Admin fee / account holder | $93 | $116-19.8% | $6,675-98.6% | $115-19.4% |