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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $57,047 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE WEST AVENUE · COPLEY, OH 44321 | Contract Administrator | $16,084 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,843 | $89,465+6.0% | $164,866-42.5% | $77,671+22.1% |
| Participation rate | 68.5% | 78.6%-10.1pp | 78.6%-10.1pp | 70.6%-2.1pp |
| Annual return | 16.27% | 28.81%-12.5pp | 69.97%-53.7pp | 31.21%-14.9pp |
| Employer contribution / active EE | $3,100 | $2,568+20.8% | $4,343-28.6% | $2,726+13.7% |
| Participant deferral / active EE | $4,237 | $4,897-13.5% | $6,033-29.8% | $4,648-8.8% |
| Admin fee / account holder | $227 | $340-33.2% | $12,689-98.2% | $430-47.3% |