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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,875 |
Filed as: FIRLEY, MORAN,FREER,& EASSA CP Service code 10 · EIN 16-1148763 | Accounting | $8,150 |
Service code 49 · EIN 04-1590850 | Other Services | $2,120 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,400 | $89,652+139.1% | $141,191+51.9% | $65,185+228.9% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.6pp | 70.2%+27.9pp |
| Annual return | 16.40% | 32.79%-16.4pp | 71.41%-55.0pp | 29.38%-13.0pp |
| Employer contribution / active EE | $6,033 | $3,065+96.9% | $4,736+27.4% | $2,177+177.2% |
| Participant deferral / active EE | $7,459 | $5,691+31.1% | $6,710+11.2% | $3,514+112.3% |
| Admin fee / account holder | $319 | $569-44.0% | $10,264-96.9% | $847-62.4% |