| Provider | Service type | Compensation |
|---|---|---|
MARY JURNEY2+ years Filed as: MARY ANNE GERLACH Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $86,588 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,000 |
TARA NICHOLS2+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $63,434 |
Filed as: KROLL HEINEMAN CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $60,000 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $49,213 |
Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $49,000 |
KARRI STEINMACHER2+ years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $45,175 |
VICTOR GOLDBLAT AND COMPANY LLC2+ years Filed as: VICTOR PESANTEZ Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $35,190 |
RENAISSANCE2+ years Filed as: RENAISSANCE GROUP, LLC Service code 28 · EIN 31-1448100 | Investment Management | $33,423 |
UNIPLAN INVESTMENT COUNSEL, INC.2+ years Filed as: FORWARD UNIPLAN Service code 28 · EIN 27-3053886 | Investment Management | $31,794 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 8.59% | 11.16%-2.6pp | 14.20%-5.6pp | 23.90%-15.3pp |
| Employer contribution / active EE | $17,512 | $17,064+2.6% | $27,968-37.4% | $16,539+5.9% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |