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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $59,388 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,645 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THORNBURG1 year Service code 52 · EIN 85-0451747 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,445 | $80,753-6.6% | $136,294-44.6% | $62,292+21.1% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 19.05% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $169 | $2,884-94.2% | $4,695-96.4% | $2,042-91.7% |
| Participant deferral / active EE | $6,060 | $5,164+17.3% | $6,247-3.0% | $3,169+91.2% |
| Admin fee / account holder | $372 | $525-29.2% | $9,243-96.0% | $479-22.4% |