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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $231,507 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $27,975 |
MSPC4+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $11,000 |
ISSI4+ years Service code 16 · EIN 23-2182079 | Consulting | $9,419 |
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 | $66,650-100.0% | $92,915-100.0% | $67,582-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 3.11% | 92.64%-89.5pp | 109.45%-106.3pp | 378.57%-375.5pp |
| Employer contribution / active EE | $8,121 | $2,777+192.5% | $3,653+122.3% | $2,148+278.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |