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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $137,818 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,460 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $49,500 |
Filed as: SOUTHWEST SERVICE ADMINISTRATORS, I Service code 14 · EIN 06-1050034 | Plan Administrator | $46,241 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services | $21,024 |
CONNER & WINTERS8+ years Service code 29 · EIN 73-1388566 | Legal | $19,256 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
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 | $17,543 | $76,774-77.1% | $112,228-84.4% | $77,904-77.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.96% | -10.25%-6.7pp | 27.45%-44.4pp | 12.21%-29.2pp |
| Employer contribution / active EE | $2,336 | $3,977-41.3% | $3,635-35.7% | $2,848-18.0% |
| Participant deferral / active EE | $951 | $3,778-74.8% | $4,728-79.9% | $4,806-80.2% |
| Admin fee / account holder | $139 | $239-42.0% | $6,410-97.8% | $133+4.6% |