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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $43,376 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,375 |
PENCHECKS3 years Service code 63 · EIN 33-0610503 | 12b-1 Fees | $9,799 |
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 10.24% | 10.60%-0.4pp | -2.84%+13.1pp | 627.08%-616.8pp |
| Employer contribution / active EE | $7,980 | $19,729-59.6% | $33,329-76.1% | $18,824-57.6% |
| Participant deferral / active EE | $1,191 | $349+241.5% | $51+2231.3% | $418+185.1% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |