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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $10,150 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $10,096 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $7,140 |
BRADFORD & MARZEC2+ years Filed as: BRADFORD & MARZEC, LLC Service code 28 · EIN 26-1870753 440 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Investment Management | $6,117 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,335 |
APEX CAPITAL MANAGEMENT1 year Service code 28 · EIN 13-2726734 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $5,206 |
THOMAS WHITE INTERNATIONAL2+ years Service code 28 · EIN 36-3710664 440 SOUTH LASALLE STREET · CHICAGO, IL 60605 | Investment Management | $5,143 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 9.21% | 22.74%-13.5pp | 16.78%-7.6pp | 13.95%-4.7pp |
| Employer contribution / active EE | $4,463 | $16,157-72.4% | $26,328-83.0% | $16,598-73.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |