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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $410,432 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $30,000 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,882 |
Service code 38 · EIN 84-4489591 | Participant Communication | $14,839 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPHAR Service code 29 · EIN 23-0382195 | Legal | $5,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,608 | $68,062-53.6% | $185,854-83.0% | $106,520-70.3% |
| Participation rate | 20.3% | 75.2%-54.9pp | 81.7%-61.4pp | 71.3%-51.0pp |
| Annual return | 15.23% | 18.20%-3.0pp | 122.12%-106.9pp | 19.28%-4.1pp |
| Employer contribution / active EE | $126 | $1,997-93.7% | $5,169-97.6% | $2,840-95.6% |
| Participant deferral / active EE | $759 | $3,990-81.0% | $5,569-86.4% | $4,948-84.7% |
| Admin fee / account holder | $129 | $53+145.2% | $16,246-99.2% | $75+73.5% |