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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,143 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,326 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,689 | $89,123-28.5% | $102,460-37.8% | $77,762-18.1% |
| Participation rate | 93.7% | 80.9%+12.7pp | 76.5%+17.1pp | 70.6%+23.1pp |
| Annual return | 12.69% | 25.05%-12.4pp | 29.47%-16.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,704 | $2,700-36.9% | $3,025-43.7% | $2,728-37.6% |
| Participant deferral / active EE | $5,350 | $5,148+3.9% | $5,056+5.8% | $4,651+15.0% |
| Admin fee / account holder | $199 | $236-15.8% | $9,460-97.9% | $433-54.1% |