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| Provider | Service type | Compensation |
|---|---|---|
PROFIT PLANNERS LLC1+ years Service code 11 · EIN 20-3916180 1300 JEFFERSON ST · DES PLAINES, IL 600167100 | Actuarial | $22,301 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $13,298 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $7,455 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $7,321 |
BRADFORD & MARZEC1+ years Filed as: BRADFORD & MARZEC, LLC Service code 28 · EIN 26-1870753 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Investment Management | $6,647 |
THOMAS WHITE INTERNATIONAL1+ years Service code 28 · EIN 36-3710664 440 SOUTH LASALLE STREET · CHICAGO, IL 60605 | Investment Management | $5,220 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -4.10% | 16.85%-21.0pp | 5.44%-9.5pp | 11.88%-16.0pp |
| Employer contribution / active EE | $4,091 | $10,313-60.3% | $25,481-83.9% | $14,612-72.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |