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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $79,165 |
UBS FINANCIAL SERVICES INC2+ years Service code 16 1000 HARBOR PLACE · WEEHAWKEN, NJ 07086 | Consulting | $79,008 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $27,525 |
Service code 15 · EIN 34-1900177 | Recordkeeping | $23,119 |
THE BOGHDAN GROUP2+ years Service code 16 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Consulting | $18,750 |
MACALA & PIATT, LLC2+ years Service code 29 · EIN 34-1933033 | Legal | $11,354 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPAS INC Service code 10 · EIN 34-1638235 | Accounting | $8,300 |
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 | $102,014 | $54,392+87.6% | $84,753+20.4% | $63,975+59.5% |
| Participation rate | 99.5% | 76.9%+22.6pp | 76.6%+22.9pp | 71.1%+28.4pp |
| Annual return | 6.43% | 611.38%-604.9pp | 22.78%-16.4pp | 48.65%-42.2pp |
| Employer contribution / active EE | $6,030 | $2,943+104.9% | $3,574+68.7% | $2,182+176.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $198 | $136+45.8% | $5,333-96.3% | $70+181.1% |