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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: FINDELY, A DIVISION OF USI Service code 15 · EIN 06-1053228 | Recordkeeping | $171,643 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $54,585 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,084 | $67,512+114.9% | $185,851-21.9% | $93,010+56.0% |
| Participation rate | 88.5% | 67.1%+21.4pp | 81.7%+6.8pp | 73.9%+14.6pp |
| Annual return | 15.31% | 21.04%-5.7pp | 122.11%-106.8pp | 158.70%-143.4pp |
| Employer contribution / active EE | $1,932 | $1,783+8.3% | $5,168-62.6% | $2,705-28.6% |
| Participant deferral / active EE | $3,822 | $3,035+25.9% | $5,569-31.4% | $4,561-16.2% |
| Admin fee / account holder | $246 | $318-22.4% | $16,245-98.5% | $152+62.4% |