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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $91,061 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,189 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $42,173 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $13,111 |
GILBERT & SACKMAN3 years Service code 29 · EIN 95-2906951 | Legal | $12,937 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,528 | $127,481-84.7% | $149,745-87.0% | $90,274-78.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 14.20% | 57.78%-43.6pp | 276.72%-262.5pp | 53.97%-39.8pp |
| Employer contribution / active EE | $175 | $3,448-94.9% | $4,646-96.2% | $2,523-93.1% |
| Participant deferral / active EE | $133 | $6,975-98.1% | $6,843-98.0% | $4,231-96.8% |
| Admin fee / account holder | $165 | $152+9.1% | $9,312-98.2% | $114+45.1% |