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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $41,850 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,241 |
PENCHECKS2 years Service code 63 · EIN 33-0610503 | 12b-1 Fees | $9,681 |
Filed as: GREAT- WEST LIFE & ANNUITY COMPANY Service code 19 · EIN 84-0467907 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 11.33% | 15.60%-4.3pp | 29.77%-18.4pp | 16.32%-5.0pp |
| Employer contribution / active EE | $9,006 | $11,838-23.9% | $33,607-73.2% | $17,007-47.0% |
| Participant deferral / active EE | $1,204 | $372+223.3% | $96+1151.9% | $406+196.3% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |