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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $125,921 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,940 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $47,604 |
Filed as: SOUTHWEST SERVICE ADMINISTRATORS, I Service code 13 · EIN 86-0785790 | Contract Administrator | $44,789 |
CONNER & WINTERS9+ years Service code 29 · EIN 73-1388566 | Legal | $18,602 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance services | $7,856 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,452 | $88,479-80.3% | $96,538-81.9% | $80,169-78.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 17.29% | 22.53%-5.2pp | 35.74%-18.4pp | 40.39%-23.1pp |
| Employer contribution / active EE | $1,718 | $4,177-58.9% | $3,740-54.1% | $2,978-42.3% |
| Participant deferral / active EE | $663 | $3,961-83.3% | $4,880-86.4% | $5,016-86.8% |
| Admin fee / account holder | $98 | $211-53.7% | $6,737-98.5% | $145-32.5% |