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| Provider | Service type | Compensation |
|---|---|---|
WAGNER & ZWERMAN LLP2 years Service code 10 · EIN 11-2836481 | Accounting | $18,000 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,861 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $11,000 |
Service code 11 · EIN 26-3842522 | Actuarial | $9,750 |
SLEVIN & HART, P.C.3 years Service code 29 · EIN 52-1708613 | Legal | $5,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,818 | $91,517-94.7% | $101,264-95.2% | $73,412-93.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 6.41% | 17.17%-10.8pp | 46.48%-40.1pp | 59.30%-52.9pp |
| Employer contribution / active EE | $1,291 | $2,877-55.1% | $3,660-64.7% | $2,234-42.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $167 | $216-22.5% | $5,947-97.2% | $158+5.9% |