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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $247,615 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $59,109 |
MSPC1+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $10,250 |
ISSI1+ years Service code 16 · EIN 23-2182079 | Consulting | $9,352 |
Annual investment return 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 | $52,884-100.0% | $84,753-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | -1.63% | 18.03%-19.7pp | 22.78%-24.4pp | 169.23%-170.9pp |
| Employer contribution / active EE | $7,048 | $2,233+215.6% | $3,574+97.2% | $1,963+259.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |