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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,535 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,157 |
ARMSTRONG TEASDALE1 year Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-1274026 | Legal | $13,814 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 10.26% | 7.44%+2.8pp | 7.87%+2.4pp | 259.14%-248.9pp |
| Employer contribution / active EE | $137,273 | $36,975+271.3% | $31,784+331.9% | $41,471+231.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |